|
Sep 25, 2020
Core capital goods orders rose for a fourth straight month in August.
|
|
Sep 25, 2020
Core capital goods shipments and orders boost our Q3 GDP tracking estimate.
|
|
Sep 25, 2020
The good news is that there hasn't been a significant weakening, even as the fiscal stimulus has run its course.
|
|
Sep 25, 2020
Permanent job losses are taking the place of temporary layoffs.
|
|
Sep 25, 2020
COVID-19 is making a comeback.
|
|
Sep 25, 2020
The British government announced a much-awaited extension to the furlough scheme.
|
|
Sep 24, 2020
In this low-rate environment, companies opt to lengthen maturities at rock-bottom costs.
|
|
Sep 24, 2020
Low mortgage rates and pent-up demand continue to push sales higher.
|
|
Sep 24, 2020
Recent growth in U.S. used-vehicle prices and new vehicle sales is likely to slow in the coming months.
|
|
Sep 24, 2020
Rural economies will suffer most if Congress fails to support state and local governments.
|
|
Sep 24, 2020
U.S. regional labor market data for August showed progress but a long road back to normalcy.
|
|
Sep 24, 2020
U.S. regional labor market data for August showed progress but a long road back to normalcy.
|
|
Sep 24, 2020
The U.S. presidential candidates could not have more different governing approaches and policies, especially when it comes to economic policy.
|
|
Sep 23, 2020
The passage of a fiscal stimulus package may require the spur of another 7% drop.
|
|
Sep 23, 2020
The economic calendar heats up on Thursday.
|
|
Sep 23, 2020
The country will not return to its pre-COVID-19 employment level until the end of 2023.
|
|
Sep 22, 2020
The Richmond district has risen to 19.7 points after a bottom of -65.6 points in April.
|
|
Sep 22, 2020
Sharp decline in lumber prices will ease cost pressures homebuilders were grappling with.
|
|
Sep 22, 2020
With each passing week the potential for another, but much needed, U.S. fiscal stimulus has dimmed.
|
|
Sep 22, 2020
Stock market values should gradually decline in the near term, followed by a gradual recovery.
|
|
Sep 22, 2020
In the not too distant future, a reduction in the outstandings of corporate debt is likely.
|
|
Sep 21, 2020
Odds of fiscal stimulus ahead of the election are fading.
|
|
Sep 21, 2020
Data released last week offer no clear evidence that the economy's recovery accelerated.
|
|
Sep 21, 2020
We expect another gain in existing-home sales.
|
|
Sep 21, 2020
The economic outlook has marginally improved.
|
|
Sep 18, 2020
The current cash assets of businesses and households exceed what they will hold long term.
|
|
Sep 18, 2020
The Fed is deemphasizing the unemployment rate gap, but maybe it should turn to prime EPOP.
|
|
Sep 18, 2020
The labor market continues to heal from the crisis.
|
|
Sep 18, 2020
The industry is making a recovery after being rocked by the pandemic.
|
|
Sep 18, 2020
Policymakers should focus on the prime-age employment to population ratio, not unemployment.
|
|
Sep 18, 2020
U.K. prime minister took a few steps back, but the lines he has drawn will be quickly crossed.
|
|
Sep 18, 2020
The two central banks will use less direct measures to support economies.
|
|
Sep 18, 2020
Regional labor markets are exhibiting fatigue, but restaurants show signs of life.
|
|
Sep 18, 2020
We review changes to our economic scenarios that could impact loss allowance estimates for Q3.
|
|
Sep 17, 2020
Credit quality has stabilized as debt has moved to lower interest rates and longer maturities.
|
|
Sep 17, 2020
With people exhausting their benefits, continuing claims dropped sharply last week.
|
|
Sep 17, 2020
The risks remain very high.
|
|
Sep 16, 2020
China's V-shape rebound sets itself apart, but downside risks predominate.
|
|
Sep 16, 2020
The Fed was accommodative then despite Q3 and Q4 GDP increases of 5.1% and 6.6%.
|
|
Sep 16, 2020
There are still some details to be ironed out but the guidance didn't rattle markets.
|
|
Sep 16, 2020
Restaurant spending helped the numbers in August.
|
|
Sep 16, 2020
Prices increased across a wide range of product categories in September.
|
|
Sep 16, 2020
Poverty fell as median household income jumped; health coverage expanded.
|
|
Sep 15, 2020
The high-tech component of manufacturing advanced by 1.1% monthly in August to a record high.
|
|
Sep 15, 2020
Industrial production and import prices nudge our tracking estimate higher but retail sales could disappoint.
|
|
Sep 15, 2020
The 2020 fire season will rank as one of the most destructive in recorded history.
|
|
Sep 15, 2020
After industrial production and import prices, our model puts U.S. GDP at 26.4% annualized in the current quarter.
|
|
Sep 15, 2020
The recovery has slowed as federal stimulus has waned and COVID-19 cases remain high.
|
|
Sep 15, 2020
Moody's Analytics predicts Biden will narrowly win the Electoral College.
|
|
Sep 14, 2020
Loan standards are tighter than they've been since the end of 2008.
|
|
Sep 14, 2020
This week is packed with a Fed meeting, Congress returning to session, and the release of key data.
|
|
Sep 14, 2020
Initial claims for unemployment insurance benefits likely increased in the week ended September 12.
|
|
Sep 14, 2020
The economy is operating 20% below where it was prior to when the pandemic struck in March.
|
|
Sep 14, 2020
New forward guidance is unlikely this week; the Fed will wait until November.
|
|
Sep 14, 2020
We answer additional questions submitted in response to our recent webinar.
|
|
Sep 11, 2020
After three straight increases in core CPI, deflation seems less of a threat than in the spring.
|
|
Sep 11, 2020
Looking at how Canadians are moving around the country can provide insights on the recovery.
|
|
Sep 11, 2020
Initial and continuing claims in regular programs have improved; the bigger picture is not so rosy.
|
|
Sep 11, 2020
The week's events will hinder future negotiations.
|
|
Sep 11, 2020
Fiscal and monetary support is key to avoiding a retrenchment.
|
|
Sep 10, 2020
The issuance of US$-denominated corporate bonds has flourished throughout much of 2020.
|
|
Sep 10, 2020
Stronger GDP growth and a lower unemployment rate, but we are still counting on more stimulus.
|
|
Sep 10, 2020
Google Mobility, Homebase and U.S. jobless claims help meet the need for timely regional data.
|
|
Sep 10, 2020
The Consumer Expenditure Survey shows health in income growth and mostly conservative spending.
|
|
Sep 09, 2020
The market value of U.S. common stock partly recovered with a 2.01% increase.
|
|
Sep 09, 2020
U.S. job openings jumped in July to the highest level since February.
|
|
Sep 08, 2020
The market value of U.S. common stock fell 7.1%.
|
|
Sep 08, 2020
U.S. small business conditions point to weak investment and wage growth.
|
|
Sep 08, 2020
Employment data are improving, but the recovery is stalled amid COVID-19 infections.
|
|
Sep 08, 2020
We continue to expect employment to be down by about 10 million jobs from its pre-pandemic peak at year's end.
|
|
Sep 04, 2020
Failure to pass stimulus now is a policy error.
|
|
Sep 04, 2020
Employment insurance is changing, and three programs are being introduced.
|
|
Sep 04, 2020
The U.S. unemployment rate fell more than expected to 8.4%.
|
|
Sep 04, 2020
EU states agreed to impose sanctions if Ankara refuses to withdraw from the Eastern Mediterranean.
|
|
Sep 04, 2020
France will add €100 billion to its budget in the next two years.
|
|
Sep 03, 2020
The market value of U.S. common stock plummeted by 3.56%, or $1.3 trillion.
|
|
Sep 03, 2020
We look for a 1.1 million increase in nonfarm employment and a 9.9% unemployment rate.
|
|
Sep 03, 2020
A disappointment could light a fire under lawmakers in Washington to pass stimulus.
|
|
Sep 03, 2020
COVID-19 invades campuses, and risks rise for university-dependent economies.
|
|
Sep 03, 2020
A brutal second quarter gives way to an initially strong rebound, but the momentum quickly fades.
|
|
Sep 03, 2020
In part, corporate credit reflects some equity market subindexes remaining well under record highs.
|
|
Sep 02, 2020
The ADP National Employment Report points toward weak August hiring.
|
|
Sep 02, 2020
The decline in inventories is larger than previously thought.
|
|
Sep 01, 2020
Permanent layoffs in virus-sensitive industries have rapidly increased.
|
|
Sep 01, 2020
The Moody's Analytics industrial metals price index rose for a fourth consecutive month.
|
|
Sep 01, 2020
U.S. manufacturing continues to recover from the recession, and the improvement is broadening.
|
|
Sep 01, 2020
The COVID-19 crisis will do lasting damage to the U.S. labor market.
|
|
Aug 31, 2020
After the seven years of a low rate following 2009, the default rate dropped from 14.7% to 1.6%.
|
|
Aug 31, 2020
Slew of key U.S. economic data will be released and could provide color on recession risks.
|
|
Aug 31, 2020
The economic recovery hinges on the prevalence of the virus and the next fiscal stimulus package.
|
|
Aug 31, 2020
The ADP National Employment Report will help to gauge private employment.
|
|
Aug 31, 2020
Our high-frequency GDP model now has third-quarter GDP tracking 29.2% at an annualized rate.
|
|
Aug 30, 2020
While the Trump administration and Congress dither, the Fed continues to act.
|
|
Aug 28, 2020
U.S. deflation fears eased, but it will take several months for inflation to approach the Fed's 2% target.
|
|
Aug 28, 2020
July consumer spending has GDP tracking 29.2% at an annualized rate.
|
|
Aug 28, 2020
The pandemic rages on as COVID-19 infections are rising in many parts of the world.
|
|
Aug 28, 2020
The 2020 hurricane season threatens the longevity the president's Lost Wages Assistance program.
|
|
Aug 28, 2020
Thursday's U.S. Gulf Coast storm was intense, but its financial toll could have been far worse.
|
|
Aug 27, 2020
Powell stated that the trade-off between price inflation and unemployment has improved considerably.
|
|
Aug 27, 2020
The labor market is set to add more jobs in August as continuing claims fell for 4th straight week.
|
|
Private Label