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US Economics > US Economics Weekly — Weak first quarter won't stop the Fed hiking rates this yearUS Economics > US Data Response — Durable Goods (Mar.)Industrial Metals > Industrial Metals Update — US steel prices should pick upUS Housing > US Housing Market Data Response — New Home Sales (Mar.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Data Response — Existing Home Sales (Mar.)US Economics > US Fed Watch — Fed waiting for data to break one way or the otherUS Economics > US Economics Update — Monetary Indicators Monitor (Mar.)US Housing > US Housing Market Focus — Has the mortgage market turned a corner?US Economics > US Economics Weekly — Recovery in retail sales has a lot further to run
US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Apr.)US Economics > US Data Response — Consumer Prices (Mar.)US Housing > US Housing Market Data Response — Housing Starts (Mar.)Global Markets > Developed Markets Valuation Monitor — What is the relative valuation of euro-zone equities?Precious Metals > Precious Metals Update — Dollar strength alone is a poor reason to dismiss goldEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — Industrial Production (Mar.)US Economics > US Data Response — Retail Sales & Producer Prices (Mar.)US Economics > US Economics Update — Wacky weatherUS Economics > US Economics Weekly — Fed tightening pace dependent on market reaction
Agricultural Commodities > Agricultural Commodities Data Response — USDA Weekly Export Sales (2nd Apr.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Monthly — Home sales will continue to strengthenUS Economics > US Data Response — Unexpected weakness a temporary blipGlobal Markets > Developed Markets Chart Book — US corporate bonds should weather Fed tighteningUS Economics > US Economics Weekly — Construction weakness due to seasonal adjustment failureUS Economics > US Data Response — International Trade (Feb.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — ISM Manufacturing Index (Mar.)US Housing > US Housing Market Data Response — Mortgage Applications (Mar.)
US Economics > US Data Response — Conference Board Consumer Confidence (Mar.)US Economics > US Economics Update — Yellen, Bernanke and the equilibrium real rateUS Housing > The US Housing Market Analyst — Housing will continue to normaliseUS Economics > US Economics Weekly — Rise (and fall) of the machinesUS Economics > US Employment Report Preview — Decline in mining employment will be relatively modestEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Chart Book — Slump in productivity growth could be pivotalUS Economics > US Data Response — Durable Goods (Feb.)US Economics > US Economics Update — Monetary Indicators Monitor (Feb.)European Economics > European Economics Update — Can the euro-zone converge with the US?
US Housing > US Housing Market Data Response — New Home Sales (Feb.)US Economics > US Data Response — Consumer Prices (Feb.)US Housing > US Housing Market Data Response — Existing Home Sales (Feb.)US Economics > US Economics Update — Are lower oil prices a net negative for the US after all?Commodities Overview > Commodities Weekly Wrap — Dovish Fed cheers commodity marketsUS Economics > US Economics Weekly — Does the Fed most fear a potential bond market rout?Energy > Energy Update — Time to think again about US natural gas prices?India Economics > India Markets Monitor — Fed policy unlikely to have major impact on rupeeCommodities Overview > Commodities Markets Chart Book — Stronger dollar dominatesGlobal Economics > Global Economics Update — World economy should be able to cope with Fed tightening
US Economics > US Economics Update — Is the US headed for another weather-related contraction?Commodities Overview > Commodities Update — Fed tightening still a near-term threat, but can be offsetUS Economics > US Economics Update — Fed drops "patient" but also lowers rate projectionsPrecious Metals > Precious Metals Update — Gold prices to rebound despite higher US interest ratesEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Update — Are labour shortages still holding back homebuilding?Australia & New Zealand Economics > Australia & New Zealand Economics Update — What does the US Fed mean for Australia and New ZealandEnergy > Energy Update — New lows for US oil price unlikely to be sustainedUS Housing > US Housing Market Data Response — Housing Starts (Feb.)Emerging Markets Economics > Emerging Markets Economics Update — How worried should we be about the strong dollar?
Global Economics > Global Economics Update — Is growth in the euro-zone about to outpace that in the US?Agricultural Commodities > Agricultural Commodities Update — Strong dollar to put further pressure on price of soybeansUS Economics > US Data Response — Industrial Production (Feb.)US Economics > US Economics Weekly — Corporate sector boosts its borrowingUS Economics > US Data Response — Retail Sales (Feb.)US Housing > US Housing Market Update — Is household formation set for a rebound?Energy > Energy Data Response — US Weekly Petroleum Status ReportEuropean Economics > European Economics Update — How low will the euro go?US Economics > US Fed Watch — Fed close to embarking on return to normalityGlobal Economics > Global Economics Update — Real rates to stay higher in the euro-zone than in US & Japan
Commodities Overview > Commodities Update — Can commodity prices resist further dollar strength?US Housing > US Housing Market Monthly — A temporary surge in house price growthCommodities Overview > Commodities Weekly Wrap — Payrolls data are not all bad newsUS Economics > US Economics Weekly — Why haven’t households spent their gasoline windfall?US Economics > US Data Response — Employment Report (Feb.)Industrial Metals > Industrial Metals Update — Little to support US steel prices, for nowEnergy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Update — What impact would an Iran-US nuclear deal have on oil prices?US Housing > US Housing Market Data Response — Mortgage Applications (Feb.)US Housing > US Housing Market Data Response — CoreLogic House Prices (Jan.)
US Economics > US Data Response — ISM Manuf. Index (Feb.), Income & Spending (Jan.)Commodities Overview > Commodities Weekly Wrap — Outlook for metals brighteningUS Economics > US Economics Weekly — Fed positions itself for a June rate hikeUS Economics > US Chart Book — Brief deflation won't hold up the FedUS Housing > US Housing Market Data Response — Mortgage Delinquencies (Q4)US Economics > US Employment Report Preview — Weather and port dispute are downside risksUS Economics > US Data Response — Consumer Prices & Durable Goods Orders (Jan.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Data Response — New Home Sales (Jan.)Energy > Energy Watch — Will US energy exports be a game-changer for global markets?
Global Markets > Global Markets Update — What next for the US stock market?US Economics > US Data Response — Conference Board Consumer Confidence (Feb.)US Economics > US Economics Update — Yellen positions the Fed for a June rate hikeUS Housing > US Housing Market Data Response — Case-Shiller House Prices (Dec.)US Housing > US Housing Market Data Response — Existing Home Sales (Jan.)Agricultural Commodities > Agricultural Commodities Data Response — USDA Weekly Export Sales (12th Feb.)Global Markets > Global Markets Update — Will sterling’s renewed strength be maintained?US Economics > US Economics Update — Monetary Indicators Monitor (Jan 15)US Economics > US Economics Weekly — Dip into deflation will be briefEnergy > Energy Data Response — US Weekly Petroleum Status Report
US Economics > US Data Response — Industrial Production & Producer Prices (Jan.)US Housing > US Housing Market Data Response — Housing Starts (Jan.)Global Markets > Global Markets Focus — Is the bull market in US Treasuries over?Energy > Energy Update — US natural gas to burn brighter this yearAgricultural Commodities > Agricultural Commodities Update — Strong dollar likely to dent US soybean exportsUS Economics > US Data Response — Uni. of Mich. Consumer Confidence (Feb.)US Economics > US Economics Weekly — Oil price slump bad news for Texas and North DakotaGlobal Markets > Global Markets Update — Have Basel III regulations fuelled the rally in US Treasuries?Global Economics > Global Economics Update — Don’t expect China, Russia or the US to save GreeceUS Economics > US Data Response — Retail Sales (Jan.)
Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Economic Outlook — Recent market moves a net positive for GDP growthEnergy > OPEC Watch — Oil glut likely to continue in the first half of 2015US Economics > US Economics Update — NFIB & JOLT surveys highlight labour market strengthUS Housing > US Housing Market Monthly — Household formation snaps backPrecious Metals > Precious Metals Update — How big a threat is Fed tightening to gold prices?US Economics > US Economics Weekly — Muted productivity growth holding back real wage gainsUS Economics > US Data Response — Employment Report (Jan.)Global Markets > Global Markets Update — Has “safe-haven” demand driven US Treasury yields down?US Economics > US Data Response — International Trade (Dec.)
Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Data Response — CoreLogic House Prices (Dec.)US Economics > US Data Response — ISM Manufacturing Index (Jan.)US Economics > US Economics Update — Tax on profits held abroad could be worth 1.5% of GDPUS Economics > US Economics Weekly — Big number of small winners > small number of big losersUS Economics > US Data Response — GDP (Q4 1st Estimate)US Housing > US Housing Market Data Response — Homeownership and Vacancy Rates (Q4)Global Markets > Global Markets Update — What’s really happening to US inflation expectations?US Housing > US Housing Market Update — Next refinancing boom won’t be as big as the lastUS Economics > US Employment Report Preview — A strong employment gain should trigger wages rebound
Energy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Focus — Are lower crude oil prices here to stay?US Economics > US Economics Update — Wage puzzle not explained by mix of jobs createdUS Economics > US Data Response — Conference Board Consumer Confidence (Jan.)US Housing > US Housing Market Data Response — Case-Shiller Prices & New Home Sales (Nov./Dec.)US Economics > US Data Response — Durable Goods (Dec.)Energy > Energy Update — Rise in US oil stocks supports spot pricesUS Economics > US Economics Update — Budget deficit projections dependent on rate outlookAgricultural Commodities > Agricultural Commodities Update — Outlook for US homebuilding is positive for lumberCommodities Overview > Commodities Weekly Wrap — Oil prices finding a floor as precious metals rebound
US Housing > US Housing Market Data Response — Existing Home Sales (Dec.)US Economics > US Economics Weekly — Fed's patient approach at odds with incoming dataEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Chart Book — Consumer confidence soaringGlobal Markets > Global Markets Update — Has foreign demand contributed to the rally in US Treasuries?US Housing > US Housing Market Data Response — Housing Starts (Dec.)US Economics > US Fed Watch — Patient Fed now unlikely to raise rates until mid-yearGlobal Economics > Global Economic Outlook — Oiling the wheels