Cookies on the
Capital Economics
Website
We use cookies to ensure that we give you the best experience on our website. Click continue to confirm that you are happy to continue to receive cookies on the Capital Economics website. Alternatively, if you would like to, you can change your cookie settings.

Capital Economics

The leading macroeconomic research consultancy

United States

Articles
Search by topic:
US Housing > The US Housing Market Analyst — Higher rates will not derail the housing recoveryUS Economics > US Economics Weekly — Will GDP growth ever hit 3% again?US Economics > US Data Response — Employment Report (Jun.)Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — ISM Manufacturing Index (Jun.)US Housing > US Housing Market Data Response — Mortgage Applications (Jun.)US Economics > US Economics Update — “Grexit” alone unlikely to deter the Fed from raising ratesUS Economics > US Data Response — Conference Board Consumer Confidence (Jun.)US Housing > US Housing Market Data Response — Case-Shiller House Prices (Apr.)Global Markets > Global Markets Update — How much of a boost would a Grexit provide to US Treasuries?
US Economics > US Economics Weekly — Why hasn't the fading fiscal drag boosted GDP growth?US Economics > US Employment Report Preview — Model points to another big gain in payrollsGlobal Markets > Global Markets Update — On the relative valuation of US equities and bondsGlobal Economics > Global Economics Update — Unemployment outlook points to faster rate hikes in US than UKUS Economics > US Economics Update — Monetary Indicators Monitor (May)US Housing > US Housing Market Data Response — New Home Sales (May)US Economics > US Chart Book — Evidence mounts of a big second-quarter reboundUS Economics > US Data Response — Durable Goods (May)US Housing > US Housing Market Data Response — Existing Home Sales (May)US Economics > US Economics Weekly — Rates to rise more rapidly than Fed's projections imply
US Housing > US Housing Market Focus — Will homebuilding ever return to the highs of 2006?Global Markets > Global Markets Update — New forecasts for US TreasuriesCommodities Overview > Commodities Update — Why commodity investors shouldn’t fear the FedGlobal Economics > Global Economics Update — Global financial conditions loose despite prospect of Fed hikesUS Economics > US Data Response — Consumer Prices (May)Emerging Markets Economics > Emerging Markets Economics Update — Fed tightening and EMs: risks revisitedUS Economics > US Economics Update — Fed on track for a September lift-offEnergy > Energy Data Response — US Weekly Petroleum Status ReportUK Economics > UK Economics Update — MPC unlikely to follow the US Fed closely this timeUS Housing > US Housing Market Data Response — Housing Starts (May)
US Economics > US Data Response — Industrial Production (May)US Economics > US Economics Weekly — Myth of the weak consumer exposedUS Economics > US Data Response — UoM Consumer Confidence (Jun.) & PPI (May)Global Markets > Global Markets Update — A macroeconomic approach to US stock market valuationGlobal Markets > Global Markets Update — A selection of our key calls (advanced economies)US Economics > US Data Response — Retail Sales (May)US Housing > US Housing Market Update — Have D.C. home prices hit a wall?Energy > Energy Data Response — US Weekly Petroleum Status ReportLatin America Economics > Latin America Update — Latin America & Fed tightening: risks revisitedUS Economics > US Fed Watch — Fed on track for September lift-off
US Economics > US Economics Update — NFIB & JOLTs surveys show labour market strengthEuropean Economics > European Economics Update — No California dreaming for GreeceUS Housing > US Housing Market Monthly — Homebuilding finally gets back on trackUS Economics > US Economics Weekly — Back from the dead?US Economics > US Data Response — Employment Report (May)Global Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to lastPrecious Metals > Precious Metals Update — Strong US auto sales to boost PGMs demandEnergy > Energy Data Response — US Weekly Petroleum Status ReportIndustrial Metals > Industrial Metals Chart Book — US dollar strength undermines the price rallyUS Economics > US Data Response — International Trade (Apr.)
US Housing > US Housing Market Data Response — Mortgage Applications (May)Energy > Energy Update — How helpful are the US weekly oil production data?US Housing > US Housing Market Data Response — CoreLogic House Prices (Apr.)US Economics > US Data Response — ISM Manufacturing Index (May)US Economics > US Economics Weekly — Is real GDP really mis-measured?US Economics > US Employment Report Preview — Labour market appears to be strengtheningEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Economics Update — Which inflation measure should the Fed focus on?US Economics > US Economics Update — Monetary Indicators Monitor (Apr.)US Economics > US Chart Book — Evidence of Q2 rebound still mixed
US Housing > US Housing Market Data Response — Case-Shiller Prices / New Home Sales (Mar./Apr.)US Economics > US Data Response — Durable Goods (Apr.)US Economics > US Economics Weekly — Surge in trade deficit will soon be reversedUS Economics > US Data Response — Consumer Prices (Apr.)Global Markets > Global Markets Update — Yen to fall to 140 against the US dollarGlobal Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?US Housing > US Housing Market Data Response — Existing Home Sales (Apr.)US Economics > US Economics Focus — Did the US recovery just die without warning?Energy > Energy Data Response — US Weekly Petroleum Status ReportEnergy > Energy Update — US natural gas prices to continue to rally
US Housing > US Housing Market Data Response — Housing Starts (Apr.)Global Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?US Economics > US Economics Weekly — Weakness of consumption not due to new health care rulesCommodities Overview > Commodities Weekly Wrap — Dovish US data support commodity pricesUS Economics > US Data Response — Industrial Prod'n (Apr.) & Consumer Conf. (May)Agricultural Commodities > Agricultural Commodities Update — Is there any hope for the price of US lumber?Global Markets > Global Markets Update — Is a rise in Treasury yields a threat to the US stock market?Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — Retail Sales (Apr.)US Housing > US Housing Market Monthly — Promising signs from the mortgage market
Middle East & North Africa Economics > Middle East Focus — Why the Gulf’s dollar pegs are here to stayUS Housing > US Housing Market Update — What’s holding first-time buyers back?Commodities Overview > Commodities Data Response — US Employment Report (Apr.)US Economics > US Economics Weekly — Slump in nominal business sales not a concernGlobal Markets > Global Markets Update — What next for US and euro-zone government bonds?US Economics > US Data Response — Employment Report (Apr.)US Housing > US Housing Market Data Response — Mortgage Delinquencies (Q1)US Housing > US Housing Market Data Response — Mortgage Applications (Apr.)US Economics > US Data Response — International Trade (Mar.)US Housing > US Housing Market Data Response — CoreLogic House Prices (Mar.)
US Economics > US Data Response — ISM Manufacturing Index (Apr.)US Economics > US Employment Report Preview — March weakness unlikely to be repeated in AprilUS Economics > US Economics Update — Fed acknowledges first-quarter slowdownEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — GDP (Q1 1st Estimate)US Housing > US Housing Market Data Response — Homeownership & Vacancy Rates / Case-Shiller (Q1/Feb.)Energy > Energy Update — US rig count continues to dropUS 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 up
US 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 runUS 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 reactionAgricultural 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 strengthen
US 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 normalise
US 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 tighteningUS 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 offset