U.S. Economic Briefs

Our economists explore the forces and trends impacting the US economy and provide insights on key economic indicators.

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Date	Title	Link
11/27/2024	Persistently high aggregate demand	View
11/13/2024	Inconclusive price growth	View
11/01/2024	Noisy jobs data and Taylor Rule prescriptions	View
10/30/2024	Healthy expansion in Q3	View
10/04/2024	Post-summer rebound	View
09/27/2024	Inflation down and incomes up	View
09/24/2024	Uncertainty over future labor supply	View
09/06/2024	Less weak than at first glance	View
09/06/2024	Global Economic Outlook Q3 2024	View
08/30/2024	Spending outpacing income	View
08/15/2024	A proactive Fed	View
08/02/2024	Rise in unemployment may be temporary	View
07/26/2024	Strong consumption, weaker investment	View
07/15/2024	Shift in inflation momentum	View
07/05/2024	Growth in unemployment is not enough	View
06/28/2024	A balance of risks	View
06/07/2024	Unsurprising recovery in jobs growth	View
06/07/2024	A tale of two housing markets - Japanese Version	View
06/03/2024	A tale of two housing markets	View
05/15/2024	Status quo monetary policy	View
05/03/2024	Inconsequential easing of jobs growth	View
04/26/2024	Strong consumption and sticky prices	View
04/10/2024	March CPI tempers rate cut expectations	View
04/05/2024	Strong headline growth but a weak underbelly	View
03/29/2024	Goods inflation has temporarily returned	View
03/27/2024	Rate cuts will exacerbate housing inflation	View
03/15/2024	Global Economic Outlook Q1 2024 - Americas	View
03/01/2024	The Fed is right to be cautious	View
02/23/2024	Look to the middle class	View
02/05/2024	Don’t expect a re-acceleration of labor demand	View
01/17/2024	Five Key Questions for 2024	View
01/05/2024	Labor demand may be weaker than it seems	View
12/08/2023	Labor shortages are likely distorting signals	View
12/05/2023	Importing goods deflation	View
11/03/2023	October’s jobs report supports continued Fed pause	View
10/06/2023	Making sense of September’s job growth	View
09/29/2023	Consumers didn’t surprise in August	View
09/14/2023	August rebound and resurging energy prices	View
9/01/2023	Easing labor market and slow burning inflation	View
8/29/2023	A hawkish tone, but for good reason	View
08/11/2023	Disinflation momentum is building	View
08/04/2023	More jobs and more productivity	View
07/28/2023	A soft landing requires strong assumptions	View
07/13/2023	Price disturbances vs inflation	View
07/07/2023	The Fed is out of excuses	View
06/26/2023	Predicting consumer behavior - Japanese Version	View
06/20/2023	Predicting consumer behavior	View
06/02/2023	Little give in the labor market	View
05/19/2023	A normalizing economy	View
05/05/2023	Strong jobs growth but weak productivity	View
04/28/2023	Growth is unlikely to last	View
04/24/2023	Inflation and bank credit	View
04/07/2023	The labor market for goods industries is starting to cool	View
03/31/2023	Uncertainty ahead for inflation and growth	View
03/24/2023	Macro vs financial stability	View
03/10/2023	The labor market remains defiant	View
03/06/2023	Eyes are back on goods inflation and manufacturing - Japanese Version	View
03/03/2023	Eyes are back on goods inflation and manufacturing	View
02/17/2023	Focus on the signal and not the noise	View
02/06/2023	Strong demand or the calm before the storm? - Japanese Version	View
02/03/2023	Strong demand or the calm before the storm?	View
01/31/2023	Wage growth has likely peaked, but risks remain	View
01/27/2023	The economy is showing signs of weakness	View
01/06/2023	There is still a demand problem in the US	View