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US Economics > US Employment Report Preview — Labour market showing “some” further improvementGlobal Markets > Global Markets Update — Will stock market upheaval deter the Fed from tightening?Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — Durable Goods (Jul.)US Economics > US Economics Update — Monetary Indicators Monthly (Jul.)US Housing > US Housing Market Data Response — Case-Shiller Prices / New Home Sales (Jun./Jul.)US Economics > US Data Response — Conference Board Consumer Confidence (Aug.)US Economics > US Chart Book — US economy not at risk from modest China slowdownGlobal Markets > Global Markets Update — Economic outlook doesn’t point to a bear market in US equitiesUS Economics > US Economics Update — Will the Fed bow to market turmoil and delay rate hikes?
US Economics > US Economics Weekly — Fed has set a pretty low bar for a rate hikeUS Housing > US Housing Market Data Response — Existing Home Sales (Jul.)US Economics > US Data Response — Consumer Prices (Jul.)Energy > Energy Update — Recovery in drilling activity likely to be temporaryUS Housing > US Housing Market Data Response — Housing Starts (Jul.)US Economics > US Economics Update — Inventories are the wildcard for third-quarter GDP growthUS Economics > US Economics Weekly — External deflation will be swamped by domestic inflationUS Economics > US Data Response — UoM Consumer Confidence (Aug.)US Economics > US Data Response — Industrial Production & Producer Prices (Jul.)Global Markets > Global Markets Update — Rising unit labour costs a danger to the US stock market
US Housing > US Housing Market Data Response — Mortgage Delinquencies (Q2)US Economics > US Data Response — Retail Sales (Jul.)US Economics > US Economics Update — Will events in China force the Fed to delay US rate lift-off?Global Markets > Global Markets Update — How vulnerable are US Treasuries to banks’ waning demand?US Economics > US Economics Update — Slump in productivity growth is the no.1 economic problemUS Housing > US Housing Market Monthly — Housing demand continues to strengthenUS Economics > US Economics Weekly — Fed edging closer to first rate hikeEnergy > Energy Data Response — US Weekly Petroleum Status ReportUS Economics > US Data Response — International Trade (June)US Housing > US Housing Market Data Response — Mortgage Applications (Jul.)
Energy > Energy Update — Obama and the EPA escalate the “war on coal”US Housing > US Housing Market Data Response — CoreLogic House Prices (Jun.)US Economics > US Data Response — ISM Manufacturing Index (Jul.)US Economics > US Economics Weekly — Fed more confident, second-quarter rebound confirmedUS Economics > US Employment Report Preview — Labour market slack continues to shrinkUS Economics > US Data Response — GDP (Q2, 1st Estimate)Energy > Energy Data Response — US Weekly Petroleum Status ReportAgricultural Commodities > Agricultural Commodities Update — High inventories & strong US dollar to wilt wheat pricesUS Housing > US Housing Market Update — Looser credit conditions will support mortgage recoveryGlobal Markets > Global Markets Update — Fed won’t spark EM sell-off today, but data may add to volatility
Energy > Energy Update — China and US, not Iran, most important for oil pricesUS Economics > US Data Response — Conference Board Consumer Confidence (Jul.)US Housing > US Housing Market Data Response — Homeownership & Vacancy Rates / Case-Shiller (Q2/May)US Economics > US Data Response — Durable Goods (Jun.)Global Markets > Global Markets Update — US Treasuries remain vulnerable to tighter Fed policyGlobal Economics > Global Central Bank Watch — Monetary policy to diverge sharply by the end of 2016Energy > Energy Update — US shale firms squeeze every last dropUS Housing > US Housing Market Data Response — New Home Sales (Jun.)US Economics > US Economics Weekly — Fed closing in on lift-off, as economy enjoys Q2 reboundPrecious Metals > Precious Metals Update — What are global auto sales telling us about PGM demand?
Energy > Energy Data Response — US Weekly Petroleum Status ReportUS Housing > US Housing Market Data Response — Existing Home Sales (Jun.)Global Economics > Global Trade Monitor — World trade volume falls againUS Economics > US Fed Watch — September lift-off looking increasingly like a done dealUS Economics > US Chart Book — June data mixed, but Q2 GDP growth around 2.8%Precious Metals > Precious Metals Update — Gold to recover when higher US interest rates priced inUS Economics > US Economics Weekly — Domestic demand growth poised to accelerateUS Housing > US Housing Market Data Response — Housing Starts (Jun.)US Economics > US Data Response — Consumer Prices (Jun.)Energy > Energy Data Response — US Weekly Petroleum Status Report
US Economics > US Data Response — Industrial Production & Producer Prices (Jun.)US Economics > US Economics Update — Yellen reiterates that lift-off still likely later this yearUS Economics > US Economics Update — Monetary Indicators Monitor (Jun 15)US Housing > US Housing Market Update — Labour shortages won’t derail homebuilding recoveryUS Economics > US Data Response — Retail Sales (Jun.)US Economics > US Economics Update — Decline in the participation rate is mostly structuralUS Economics > US Economics Weekly — Fed lift-off won't be delayed by Greece or ChinaUS Housing > US Housing Market Monthly — Home sales reach eight-year highUS Economics > US Economics Update — Is Puerto Rico the next Greece?US Economics > US Data Response — International Trade (May)
US Housing > US Housing Market Data Response — CoreLogic House Prices (May)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 implyUS 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 time
US 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 revisited
US Economics > US Fed Watch — Fed on track for September lift-offUS 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 rally
US 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 mixedUS 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 Report
Energy > Energy Update — US natural gas prices to continue to rallyUS 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.)