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US Economics Weekly Is it finally infrastructure week? News reports suggest President Joe Biden will unveil plans for a large infrastructure package on Wednesday. We expect the package will take much longer and be harder to pass than the $1.9trn American... 26th March 2021 · 6 mins read
US Economics Update CPI inflation will rise back above PCE inflation The unusual rise in the Fed’s preferred PCE measure of inflation above CPI inflation in January partly reflects the impact of the differing methodology which, as spending patterns return to pre... 24th March 2021 · 4 mins read
US Economics Weekly Fed banking on inflation staying muted The Fed made clear this week that it still has no plans to raise interest rates within the next three years. But that apparently rests on the belief that the strongest economic growth in nearly 40... 19th March 2021 · 6 mins read
US Economics Update Fed plays down prospect of rate hikes The updated economic projections released after the Fed’s mid-March meeting show that officials expect strong economic growth this year to have only a transitory impact on inflation, which explains... 17th March 2021 · 3 mins read