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 |
|---|---|---|
| 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 |
| 12/15/2022 | Some mixed signals on employment growth | View |
| 12/07/2022 | Markets are overly optimistic about inflation - Japanese Version | View |
| 12/02/2022 | The labor market is still too strong | View |
| 11/25/2022 | Markets are overly optimistic about inflation | View |
| 11/04/2022 | The labor market is not responding to the Fed | View |
| 10/31/2022 | More questions than answers for the Fed - Japanese | View |
| 10/28/2022 | More questions than answers for the Fed | View |
| 10/07/2022 | The third quarter ends with a strong labor market | View |
| 09/06/2022 | Labor costs pose the biggest threat to prices and profit margins | View |