Capital Economics

The leading macroeconomic research consultancy

US Chart Book

Aims to give a monthly snapshot view of the economy in chart form.

Sample - Euro mess is by far the biggest risk to US outlook

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Articles
Labour market stallsInflation still set to fallIs this the real deal?GDP growth to slow again in first quarterInflation set to fall sharply in 2012Euro mess is by far the biggest risk to US outlookFaster Q3 GDP growth won't be sustainedPolicymakers running out of optionsSlowdown becomes more sinisterQ2 GDP growth may not be as bad as feared
Core inflation on the riseInflation close to peakingHow bad was first-quarter GDP growth?Labour market slowly recoveringImproving activity surveys points to strong first halfRising commodity prices having mixed effects2010 ends on a highEmerging from the summer slowdownMoving closer to deflationThird quarter growth unlikely to be sustained (Sep 10)
Two steps forward, two steps back (Aug 10)Outlook deteriorates (Jul 10)Interest rate hikes still years away (Jun 10)Labour market finally showing signs of recovery (May 10)Disinflationary pressure mounting (Apr 10)Contraction in bank lending picks up pace (Mar 10)Threat of deflation remains (Feb 10)Weak labour market to hold back recovery (Jan 10)2009 ends with a bang (Dec 09)The return of inflation (Nov 09)
Housing recovery remains tentative (Oct 09)Recovery gaining momentum (Sep 09)Consumers constrain the recovery (Aug 09)From recession to recovery (Jul 09)Labour market remains unusually depressed (Jun 09)Recovery still some way off (May 09)Trade deficit still shrinking rapidly (Apr 09)Rebound in saving still has some way to go (Mar 09)Confidence continues to wane (Feb 09)Budget deficit just keeps growing (Jan 09)
Payroll employment in severe decline (Dec 08)Even past sources of strength are now weaknesses (Nov 08)Deflation revealed as the true threat (Oct 08)Financial turmoil returns with a vengeance (Sep 08)Credit crunch still intensifying (Aug 08)It was good while it lasted (Jul 08)Households powerless to prevent erosion of real incomes (Jun 08)Fed spooked by surging inflation expectations (May 08)Confidence at rock bottom (Apr 08)Dollar close to record lows (Mar - 08)
Fed losing ability to stimulate economy (Feb 08)Improving trade deficit a rare bright spot (Dec 07)Recession? (Jan 08)Surging energy prices could lead to stagflation (Nov 07)Economy to slow sharply in fourth quarter (Oct 07)Failing job market adds to concerns (Sep 07)The Fed’s dilemma. (Aug 07)Dollar Hits Decade-Low (Jul 07)Higher long-rates put added pressure on housing (Jun 07)Surging gasoline prices a growing concern (May 07)
Weakness in business investment is a growing concern (Apr 07)Sub-prime crisis to prolong housing downturn (Mar 07)Labour market robustness may not last (Jan 07)Housing and auto sectors face similar difficulties (Nov 06)Housing slowdown only just beginning (Oct 06)Falling gasoline prices will provide small boost (Sep 06)Housing now a drag on growth (Aug 06)Bernanke over-optimistic on two counts (Jul 06)Inflation, inflation, inflation (Jun 06)Fed is caught between a rock and a hard place (May 06)
Resource utilisation expected to ease as growth slows (Apr 06)Consumer confidence slipping (Mar 06)Q1 shaping up to be very strong (Feb 06)GDP growth more stable than ever before (Jan 06)Early signs of a housing market slowdown (Nov 05)Little evidence of ‘second round’ effects (Oct 05)Katrina’s impact reverberates through economy (Sep 05)Stronger H2 growth not guaranteed (Aug 05)Data suggests high oil prices having little effect (Jul 05)Fed to put rates on hold at 3.5% (Jun 05)
Core inflation not out of control after all (May 05)Return of the “soft patch”? (Apr 05)Oil prices pose renewed threat to economy (Mar 05)Labour market showing signs of recovery (Feb 05)Cyclical momentum covering structural weakness (Jan 05)Is inflation really on the comeback trail? (Dec 04)Dollar’s decline still has further to go (Nov 04)After a better Q3, higher oil prices will hit in Q4 (Oct 04)Consumer slowdown shows few signs of abating (Sep 04)Higher oil prices bring forward expected H2 slowdown (Aug 04)
Weaker data mark the start of an H2 slowdown (Jul 04)Measured pace of rate hikes dependent on inflation (Jun 04)Higher interest rates & oil prices to dampen growth (May 04)Surging employment + rising inflation = Aug rate hike (Apr 04)