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Mar 04, 2021
The Fed chair said he isn't worried about inflation during the first half of the year.
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Mar 04, 2021
New filings increased but weather may have pushed them higher.
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Mar 04, 2021
We assess the odds of inflation temporarily exceeding the Fed's 2% objective.
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Mar 04, 2021
After a bad couple of months, employment likely rose 280,000 in February.
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Mar 04, 2021
U.S. county-level tax data underscore stark intrastate divides and highlight broad themes.
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Mar 03, 2021
February saw $70 billion in loans and $55 billion in bonds.
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Mar 03, 2021
New U.S. labor market data were not impressive while new income caps for checks may tweak forecast.
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Mar 03, 2021
The NAHB is raising concerns about a lumber crisis that is driving up costs for building new homes.
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Mar 03, 2021
The U.S. central bank may dial up its communication effort to calm the bond market.
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Mar 02, 2021
It's likely to exceed its $140 billion average of 2017-2019.
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Mar 02, 2021
Some developed countries will achieve herd immunity this summer but others are well behind.
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Mar 02, 2021
Europe continues to lag because of the lack of supply of vaccines.
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Mar 02, 2021
Though the economy will have slowed in February, growth will be strong in the second half of this year.
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Mar 02, 2021
The ISM manufacturing survey's prices paid index rose to its highest since mid-2008.
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Mar 01, 2021
The market value of U.S. common equity charged in, rising 2.51%.
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Mar 01, 2021
Supplier deliveries increased and there was more evidence of price pressures.
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Mar 01, 2021
The U.S. economy appears poised to take off.
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Mar 01, 2021
A prescription of inoculations and new federal aid for the economy have brightened the outlook for growth this year.
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Mar 01, 2021
The outlook is optimistic, but risks center around prices for equities and energy.
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Feb 26, 2021
Four recent periods show how the market has reacted rising Treasury bonds.
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Feb 26, 2021
Nominal disposable income would've declined in January without fiscal relief.
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Feb 26, 2021
Containment of the virus spread will determine the economy's performance in the next few months.
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Feb 26, 2021
February data could lower our tracking estimate of first quarter GDP.
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Feb 26, 2021
Herd immunity may be in sight.
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Feb 26, 2021
We expect additional aid in the 2021 budget.
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Feb 25, 2021
The market value of U.S. common stock sank by 2.67%.
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Feb 25, 2021
Durable goods jumped in December, juiced by transportation.
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Feb 25, 2021
Fewer tax refunds, weather, and payback could weigh on retail sales.
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Feb 25, 2021
The idiosyncrasies of last week's weather made it the costliest winter event in memory.
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Feb 24, 2021
It was the first yearly setback since May 2020.
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Feb 24, 2021
New-home sales increased 4.3% in January.
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Feb 24, 2021
The recovery in demand is expected to prompt OPEC to bring on additional supply.
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Feb 23, 2021
There is a 6-percentage point gap between high-yield defaults and high-yield EDFs.
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Feb 23, 2021
Inflation won't spook the Fed any time soon.
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Feb 23, 2021
Declining COVID-19 infections set the stage for a spring rebound in the economy.
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Feb 23, 2021
There are already signs that the winter storms dented the economy, but the damage is temporary.
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Feb 23, 2021
Some metro areas can expect an outsize dividend from increased labor mobility.
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Feb 23, 2021
U.S. M2 growth is through the roof, but it's not boosting GDP or inflation.
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Feb 22, 2021
With 5% GDP, high-yield corporate bonds are likely to outperform U.S. Treasury bonds.
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Feb 22, 2021
Powell will testify and he may have to address the rise in the 10-year Treasury yield.
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Feb 22, 2021
We are increasingly comfortable assuming that herd immunity will be reached by September.
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Feb 22, 2021
Housing and retail started the year on high notes, but the labor market sang in a lower key.
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Feb 22, 2021
With a full year of household survey data now available at the county level, one can begin to assess the impact of COVID-19 on urban labor markets.
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Feb 22, 2021
The pandemic recession has posed unique challenges to U.S. policymakers and state and local budget officials.
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Feb 22, 2021
The COVID-19 crisis created some unknowns when it comes to taxes, but risks to disposable income are skewed to the upside.
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Feb 19, 2021
With forecasts of nominal GDP growth at 7%, even a 2% yield seems small.
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Feb 19, 2021
Existing homes were on the market for 21 days in January, compared with 43 days in January 2020.
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Feb 19, 2021
The recovery has been unsteady, and the weakness will likely spill into the first quarter.
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Feb 19, 2021
Markets welcome Italy's new Prime Minister Draghi.
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Feb 19, 2021
Singapore's 2021 budget remains expansionary with a SGD11 billion deficit.
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Feb 18, 2021
An ageing U.S. workforce will make it difficult for consumer spending to grow rapidly.
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Feb 18, 2021
Housing starts dropped in January but rising permits are a reason not to fret.
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Feb 18, 2021
Inflation will enjoy a pop in early 2021, but the bigger question is its trajectory after that.
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Feb 18, 2021
A review of U.S. household survey data from last year reveals the degree to which cities underperformed.
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Feb 18, 2021
Mortgage lending has soared as the nonmortgage market shrank.
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Feb 17, 2021
Net high-yield downgrades of Q1 2021 are on track to be the fewest since 2010's third quarter.
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Feb 17, 2021
Strong retail sales boosted our tracking estimate of Q1 GDP to 8% at an annualized rate.
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Feb 17, 2021
Stimulus and favorable seasonals juiced January sales.
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Feb 17, 2021
Federal funds are finding their way through the U.S. economy.
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Feb 16, 2021
Moody's views this one leverage-neutral transaction as being credit positive.
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Feb 16, 2021
Progress continues to be made, particularly in the U.S.; inflation may be spooking the bond market.
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Feb 16, 2021
There is still much room for improvement, but distribution and supply issues should be less binding over the next several months.
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Feb 16, 2021
Initial claims for unemployment insurance benefits likely fell in the latest week.
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Feb 16, 2021
The Fed will ignore the acceleration, as disinflationary forces will emerge in the second half.
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Feb 16, 2021
Data last week offered little evidence of a strengthening economy.
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Feb 16, 2021
Small banks in the U.S. have riskier portfolios and have been slow to increase provisions.
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Feb 14, 2021
Our U.S. offices are closed Monday, February 15.
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Feb 12, 2021
Once hiring picks up, consumer sentiment will improve and the personal savings rate will decline.
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Feb 12, 2021
Cases are falling but strains of the U.K. variant are doubling every 10 days in the U.S.
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Feb 12, 2021
Confidence suggests higher-income households have been more impacted.
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Feb 12, 2021
The country faces idiosyncratic problems as global petroleum demand remains down across the board.
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Feb 12, 2021
Government spending will increase, but will be less than the massive measures used last year.
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Feb 12, 2021
Populist prospects rise in Latin America.
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Feb 12, 2021
Labor market outcomes are linked to the COVID-19 pandemic's intensity.
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Feb 12, 2021
Labor market outcomes are linked to the COVID-19 pandemic's intensity.
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Feb 11, 2021
The CBO projects a 1.4% average three-month Treasury rate from 2025-2030.
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Feb 11, 2021
February's gain in nonfarm employment should be a little better than January's.
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Feb 11, 2021
Progress on COVID-19 inoculations paves the way for state economies to strengthen.
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Feb 10, 2021
The quickly closing spreads reflect confidence in long-term low rates.
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Feb 10, 2021
The Fed will ignore acceleration as it's transitory and the labor market has a lot of healing to do.
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Feb 10, 2021
COVID-19 concerns and the prevalence of virtual schooling have hampered the return to work.
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Feb 10, 2021
For 2021 to date, the Russell 2000 is up by 16.4%.
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Feb 09, 2021
We have some new fiscal assumptions, but it didn't lead to big changes to this year's forecast.
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Feb 09, 2021
An unprecedented effort is underway.
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Feb 09, 2021
The recovery stalled, but positive vaccination developments set the stage for growth to accelerate.
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Feb 09, 2021
U.S. per-gallon costs last week exceeded their year-ago level for the first time in about 11 months.
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Feb 09, 2021
The daily rate of new infections in the U.S. has finally begun to abate.
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Feb 08, 2021
High-yield bond spreads, even risky Caa bonds, have narrowed considerably.
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Feb 08, 2021
Global business sentiment should improve as we work our way through 2021.
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Feb 08, 2021
More fiscal support is on the way.
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Feb 08, 2021
What made this recession peculiar is the sizable government support doled out quite early on, while lending and spending both remain moribund.
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Feb 07, 2021
Why it's important to go big.
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Feb 05, 2021
However, the projected annual growth to $525 billion might be overly cautious.
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Feb 05, 2021
Unemployment rate fell in January and with fiscal support coming, further declines are in the cards.
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Feb 05, 2021
COVID-19 vaccinations have been slowed by administrative pauses and supply chain disruptions.
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Feb 05, 2021
Adjusted data show an uptick in joblessness since October, despite ongoing improvement in the headline rate.
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Feb 05, 2021
Risks in Asia continue to increase and all signs point to escalation between the U.S. and China.
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Feb 05, 2021
Negotiations continue in Washington DC on the size of the fiscal relief package.
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Feb 04, 2021
The Russell 2000 is now up by a market-leading 11.4% for the year.
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Feb 04, 2021
Still, other measures suggest that wage growth is solid and should help spending.
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