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Apr 22, 2021
Sales fell in March, reversing only some of the enormous jump in the second half of last year.
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Apr 22, 2021
The proposal is fiscally responsible and empowers programs already in place and shown to be effective in meeting the challenges of providing affordable housing.
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Apr 22, 2021
Issuance in March was strong and the near-term outlook is favorable.
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Apr 22, 2021
Revised data for 2020 show that early predictions about U.S. regional impacts generally proved correct.
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Apr 21, 2021
Base effects are going to juice consumer prices across many developed economies.
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Apr 21, 2021
A jump in long-term rates and drop in stock prices will hurt corporate bonds.
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Apr 20, 2021
Vaccination progress still mixed among developed economies.
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Apr 20, 2021
The recovery is gaining traction following a difficult winter.
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Apr 20, 2021
Conditions are mixed in Europe, while Japan faces an uphill task.
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Apr 20, 2021
Outstanding auto credit balances reach new heights as delinquencies remain at near-record lows
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Apr 20, 2021
A trifecta of vaccine progress, payback from winter storms, and the American Rescue Plan drove last week's string of superlative economic data.
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Apr 20, 2021
Stimulus will weigh on issuance but talk of Build Back Bonds has caught our attention.
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Apr 19, 2021
The recovering global economy is beginning to lift spirits.
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Apr 19, 2021
U.S. economic data are strong but noisy; good news could be bad news on the fiscal front.
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Apr 19, 2021
Pending home sales support our forecast for a drop in existing-home sales.
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Apr 19, 2021
Amid progress in vaccinations, Biden is turning to structural investments in the economy's productive capacity.
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Apr 18, 2021
Economists don't agree on much, especially inflation.
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Apr 16, 2021
The semiconductor chip shortfall is adding to the auto sector's laundry lists of challenges.
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Apr 16, 2021
Bad weather reduced housing starts in February but boosted them in March.
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Apr 16, 2021
The rise of long-term rates is justified given the improvement in the economy.
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Apr 16, 2021
Parts of the U.S. are approaching pre-pandemic levels of activity.
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Apr 16, 2021
The central bank's policy decision is due next week, but no change is expected.
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Apr 16, 2021
Growth was not as strong as year-over-year growth suggests.
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Apr 15, 2021
Core profits should outpace debt, leading to improved corporate credit quality.
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Apr 15, 2021
U.S. retail sales were gangbusters, jobless claims were surprising, and IP was fine.
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Apr 15, 2021
Fewer workers are selling more goods in most retail segments.
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Apr 15, 2021
Retail sales jumped in March, boosting our tracking estimate of Q1 GDP.
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Apr 15, 2021
Differences are evident not just by region, but by type of activity.
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Apr 15, 2021
Fiscal and monetary stimulus continue to support domestic demand, though economies are diverging amid virus outbreaks and vaccine rollouts.
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Apr 14, 2021
Third straight weekly decline shows home sales pace may be overestimated.
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Apr 14, 2021
Import prices rose 1.2% in March, but Thursday should bring a gangbuster retail sales report.
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Apr 14, 2021
Active balances across all products moved higher in March and are up more than 4.1% relative to year-ago levels.
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Apr 14, 2021
The FDA decision on the J&J vaccine may not significantly alter the timing of herd immunity but could pose logistical issues.
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Apr 13, 2021
The high-yield bond spread has led the VIX lower for a fourth time since the Great Recession.
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Apr 13, 2021
Price pressures stepped up in March.
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Apr 13, 2021
Core inflation remains in check, up 1.9% annualized over the prior three months.
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Apr 13, 2021
Core CPI hasn't been this turbulent since the early 1980s.
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Apr 13, 2021
Hotels and motels saw a 4.4% jump.
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Apr 13, 2021
An FDA decision to temporarily halt the use of the J&J vaccine poses a setback.
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Apr 13, 2021
March could mark a turning in the economy as a so-called dark winter fades away.
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Apr 12, 2021
Those seeking that level of return need to seek low single-B and high Caa.
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Apr 12, 2021
All of the distortions in the data from the start of the pandemic are about to hit.
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Apr 12, 2021
Higher gasoline prices and a jump in unit vehicle sales also point toward a sizable gain in retail sales.
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Apr 12, 2021
We discuss key economic data and Biden's infrastructure plan.
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Apr 09, 2021
The period had the most acquisition-related loans since 2018.
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Apr 09, 2021
U.S. economic data remain mostly positive with the recovery expected to accelerate this year.
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Apr 09, 2021
The output from at-home workers will determine the speed of potential GDP growth.
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Apr 09, 2021
Rioting in Northern Ireland over the past week will bring Brexit back into the spotlight.
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Apr 09, 2021
Rioting in Northern Ireland over the past week will bring Brexit back into the spotlight.
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Apr 09, 2021
Europe's short-time work schemes are keeping job losses at bay.
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Apr 08, 2021
C&I loans increased by 0.6% monthly in February to $2.590 trillion.
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Apr 08, 2021
Initial claims bucked expectations for a further decline, contrasting recent favorability.
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Apr 08, 2021
Demand for COVID-19 vaccines now matters more to states than shortages.
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Apr 07, 2021
February's NFIB survey found 40% of small-business jobs were hard to fill.
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Apr 07, 2021
We have revised our forecast higher for GDP growth this year, but trimmed it a little for 2022.
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Apr 07, 2021
Consumer confidence is holding up better than business sentiment, and the gap betweem them could widen.
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Apr 07, 2021
Discretization of a continuous distribution depends critically on the assumptions made and on the shape and regularity of the underlying distribution.
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Apr 06, 2021
The Bloomberg/Barclays high-yield bond spread closed at 295 basis points.
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Apr 06, 2021
The U.S. will likely be the first major economy to achieve herd immunity to the virus.
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Apr 06, 2021
South Korea, Indonesia, the Philippines and Vietnam will be hit by vaccine shipment delays on vaccines.
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Apr 06, 2021
Job openings increased in February, even among industries hit hardest by the COVID-19 crisis.
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Apr 06, 2021
The crisis has slammed female-dominated industries such as hospitality, healthcare, personal services and government much harder than previous downturns.
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Apr 05, 2021
This threshold could be reached by the end of the week.
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Apr 05, 2021
This threshold could be reached by the end of the week.
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Apr 05, 2021
The state of the economy makes this is an especially propitious time to increase infrastructure investment.
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Apr 05, 2021
Though there's plenty of healing left to do, the U.S. economic recovery has entered a new, accelerated phase.
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Apr 05, 2021
The ISM nonmanufacturing survey jumps in March.
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Apr 05, 2021
Momentum is growing as we head into the second quarter.
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Apr 05, 2021
March likely began a string of several months of strong labor market growth.
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Apr 05, 2021
For the next six months, probably for the next year, and perhaps even well into next year, real GDP growth and job gains will boom.
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Apr 05, 2021
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Apr 02, 2021
The high-yield bond spread narrowed its thinnest width since June 2007.
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Apr 02, 2021
Job growth should be very strong as more of the economy continues to open.
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Apr 02, 2021
A closer look at industry GDP data shows how uneven the recovery has been.
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Apr 02, 2021
France declared a new COVID-19 lockdown.
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Apr 02, 2021
The U.S. president proposes laying out nearly $2 trillion for an infrastructure bill.
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Apr 01, 2021
After the initial manufacturing growth, GDP set a 69-year record.
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Apr 01, 2021
The ISM manufacturing index jumps to its highest level since 1983.
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Apr 01, 2021
Refunds have picked up and are only slightly behind that seen over the past five years.
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Apr 01, 2021
The biggest boost to spending goes to traditional infrastructure, including transportation projects, and to shore up the nation's crumbling water and power infrastructure.
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Apr 01, 2021
We look for a 965,000 net gain in employment, which is well above the consensus.
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Apr 01, 2021
We run our methodology for main countries in N. America, Europe, the Asia-Pacific region and Africa.
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Mar 31, 2021
The quarter nearly doubled the record low from 2010.
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Mar 31, 2021
The ADP National Employment Report showed a net 517,000 gain in March.
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Mar 30, 2021
Both indexes have risen a little more than 1% for the year.
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Mar 30, 2021
Lean U.S. housing inventories are driving prices higher, something that will likely continue.
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Mar 30, 2021
Policymakers should respond to the challenge soon and aggressively to easing the trade, labor, financing and land-use headwinds.
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Mar 30, 2021
March data should be strong thanks to weather-related payback and vaccination progress.
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Mar 30, 2021
We are still expecting that a majority of the population in the EU won't be vaccinated until the autumn.
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Mar 29, 2021
The CDC director warns of another COVID-19 wave, but businesses may be better prepared this time.
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Mar 29, 2021
The week is off to a slow start on the data front, but U.S. manufacturing survey jumps.
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Mar 29, 2021
Winter weather was a drag on several datapoints last week, but spring promises stronger growth.
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Mar 29, 2021
For March, the unemployment rate likely fell from 6.2% to 6%.
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Mar 26, 2021
This boat of cash lends upside to spending while another boat blocks the Suez Canal.
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Mar 26, 2021
GDP is now tracking 4.8% at an annualized rate.
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Mar 26, 2021
The country's government adds aid to pandemic-battered firms.
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Mar 26, 2021
The pandemic's demographic impact will have repercussions.
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Mar 26, 2021
Skyrocketing lumber prices aren't going away anytime soon.
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Mar 25, 2021
The 2021 fourth-quarter default rate may be well under fourth-quarter 2020's 8.5%.
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Mar 25, 2021
Total initial claims were less than 1 million for the first time since the pandemic began.
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