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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 reboundEnergy > 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 created
US 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 reboundUS 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 Report
US 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 wheelsUS Housing > US Housing Market Update — What next for mortgage interest rates?US Economics > US Economics Update — Monetary indicators Monitor (Dec. 14)US Economics > US Economics Update — Drop in gasoline prices will help drive vehicle salesGlobal Markets > Global Markets Update — Has the Fed driven down the term premium on US Treasuries?US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Jan.)
US Economics > US Data Response — Consumer Prices & Industrial Production (Dec.)US Economics > US Economics Weekly — How hard will the oil price slump hit mining investment?US Economics > US Data Response — Retail Sales (Dec.)Global Markets > Global Markets Update — What next for US government bonds?US Economics > US Economics Update — NFIB & JOLT surveys hard to square with wage weaknessUS Economics > US Economics Update — What would keep the Fed on hold?Commodities Overview > Commodities Update — Rising stocks to undermine soybean and grain pricesUS Housing > US Housing Market Update — How will lower oil prices affect housing?US Economics > US Economics Weekly — Market moves provide a further fillip to growthUS Economics > US Data Response — Employment Report (Dec.)
Global Markets > Developed Markets Chart Book — Low oil price drives up US high-yield corporate spreadsUS Economics > US Economics Focus — Deflation: Can "it" happen here after all?US Economics > US Data Response — International Trade (Nov.)US Housing > US Housing Market Data Response — Mortgage Applications (Dec.)US Economics > US Economics Update — Temporary deflation won’t prevent rate hikesUS Housing > US Housing Market Data Response — CoreLogic House Prices (Nov.)US Economics > US Employment Report Preview — Another bumper reportUS Housing > US Housing Market Data Response — New Home Sales (Nov.)US Economics > US Data Response — GDP (Q3), Durable Goods/Consumption (Nov.)Commodities Overview > Commodities Update — Fall in US natural gas prices likely to be temporary
US Housing > US Housing Market Data Response — Existing home sale (Nov.)US Housing > The US Housing Market Analyst — The acceleration in house price growth is temporaryUS Economics > US Economics Weekly — What we got right and wrong in 2014US Economics > US Chart Book — An unambiguous strengthening in activityUS Economics > US Economics Update — Fed's plans for a mid-2015 lift-off may need to be acceleratedUS Economics > US Economics Update — Monetary Indicators Monitor (Nov.)US Economics > US Data Response — Consumer Prices (Nov.) & Current Account (Q3)US Housing > US Housing Market Data Response — Housing Starts (Nov.)US Economics > US Economic Outlook — Fed can't delay for much longerUS Economics > US Data Response — Ind. Production (Nov.) & Empire State (Dec.)
US Economics > US Data Response — Uni. of Mich. Consumer Confidence (Dec.)US Economics > US Economics Weekly — Small-cap equities may not lag behind for longUS Economics > US Economics Update — Recovery not being driven by a new credit boomUS Economics > US Data Response — Retail Sales (Nov.)US Housing > US Housing Market Update — How good is the outlook for residential rents?US Economics > US Fed Watch — Fed to drop “considerable time” languageUS Economics > US Economics Update — Fed should watch the NFIB not JOLTsUS Housing > US Housing Market Monthly — Any rebound in house price inflation will be temporaryGlobal Markets > Global Markets Update — Is the lower oil price a threat to US Treasuries?Global Markets > Developed Markets Chart Book — US Treasury yields set to rise as Fed tightens
US Economics > US Economics Weekly — Odds of another government shutdown still fairly lowUS Economics > US Data Response — International Trade (Oct.)US Economics > US Data Response — Employment Report (Nov.)US Economics > US Economics Update — Losing faith in the ISM surveysUS Housing > US Housing Market Data Response — Mortgage Applications (Nov.)US Economics > US Economics Update — Slump in oil price will provide a net boost to US economyUS Housing > US Housing Market Focus — CoreLogic House Prices (Oct.)US Economics > US Data Response — ISM Manufacturing Index (Nov.)US Housing > US Housing Market Focus — Will higher interest rates choke off the housing recovery?US Economics > US Employment Report Preview — Upside risk of a very strong gain in non-farm payrolls
US Housing > US Housing Market Data Response — New Home Sales (Oct.)US Economics > US Economics Weekly — A bumper holiday shopping season in storeUS Economics > US Data Response — Durable Goods/Personal Inc. & Spending (Oct.)US Economics > US Data Response — Conference Board Consumer Confidence (Nov.)US Housing > US Housing Market Data Response — Case-Shiller House Prices (Sep.)US Economics > US Chart Book — Slump in gasoline prices an unexpected boonCommodities Overview > Commodities Update — Iran nuclear deal pushed back until JuneCommodities Overview > Commodities Update — Plenty of upside for gold despite likely Fed tighteningUS Economics > US Economics Weekly — Yen's collapse to have only modest impact on US economyUS Economics > US Economics Update — This holiday shopping season could be the best in nine years
US Housing > US Housing Market Data Response — Existing Home Sales (Oct.)US Economics > US Data Response — Consumer Prices (Oct.)US Economics > US Economics Focus — Fed's new monetary tools should ensure a smooth rate lift-offCommodities Overview > Commodities Update — Keystone XL delayed again, but likely to be approved next yearUS Housing > US Housing Market Data Response — Housing Starts (Oct.)US Economics > US Economics Update — Is QE in Japan and Europe good or bad for the US?US Economics > US Economics Update — Monetary Indicators Monitor (Oct.)US Economics > US Data Response — Ind. Production (Oct.) & Empire State (Nov.)US Economics > US Economics Weekly — Expansion of health insurance not boosting wider economyUS Economics > US Data Response — Uni. of Mich. Consumer Confidence (Nov.)
US Housing > US Housing Market Data Response — Mortgage Delinquencies (Q3)US Economics > US Data Response — Retail Sales (Oct.)US Housing > US Housing Market Monthly — House prices regain some poiseUS Economics > US Economics Update — Fed running out of reasons not to hike ratesUS Economics > US Economics Focus — Growing pile of foreign cash won’t help the domestic economyCommodities Overview > Commodities Update — How might the US midterm results affect US energy policy?US Economics > US Economics Weekly — Rising wage growth confirms labour slack is shrinkingUS Economics > US Data Response — Employment Report (Oct.)US Economics > US Economics Update — Conditions in place for consumption growth to accelerateUS Housing > US Housing Market Update — Valuation picture weighing on housing market confidence
Commodities Overview > Commodities Update — Demand for US corn to remain weak despite falling pricesUS Housing > US Housing Market Data Response — Mortgage Applications (Oct.)Commodities Overview > Commodities Update — Risk of spikes in US natural gas prices still highUS Economics > US Economics Update — Midterms don’t alter the economic landscapeGlobal Markets > Developed Markets Chart Book — After a wobble, US equities post another record highUS Economics > US Data Response — International Trade (Sep.)US Housing > US Housing Market Data Response — CoreLogic House Prices (Sep.)Global Markets > Global Markets Update — Is the strong dollar a threat to the US stock market?US Economics > US Economics Update — Banks still easing credit conditions despite end of QE3US Economics > US Data Response — ISM Manufacturing Index (Oct.)
US Economics > US Economics Update — Q3 GDP growth treat included a seasonal adjustment trickUS Economics > US Economics Update — Faster wage growth could prompt Fed to hike ratesUS Housing > US Housing Market Focus — Weighing up the FHFA’s mortgage proposalsUS Economics > US Economics Weekly — Stronger activity data increasingly hard to ignoreUS Economics > US Employment Report Preview — Going from strength to strengthUS Economics > US Data Response — GDP (Q3 1st Estimate)US Economics > US Economics Update — Fed halts QE3 and takes slightly more hawkish stanceGlobal Economics > Global Monetary Indicators Monitor — Monetary conditions set to remain looseUS Economics > US Economics Update — Revising down our core inflation forecastsUS Economics > US Data Response — Conference Board Consumer Confidence (Oct.)
US Housing > US Housing Market Data Response — Homeownership & Vacancy Rates & Case-Shiller (Q3/Aug.)Global Markets > Global Markets Update — Support from the Fed’s QE is not about to disappearUS Economics > US Data Response — Durable Goods (Sep.)US Housing > US Housing Market Data Response — New Home Sales (Sep.)US Economics > US Economics Weekly — Fed to complete QE taper with GDP growth still strongUS Economics > US Chart Book — Drop in jobless claims illustrates labour market strengthUS Economics > US Fed Watch — Timing of first hike becomes more finely balancedUS Economics > US Data Response — Consumer Prices (Sep.)US Housing > US Housing Market Data Response — Existing Home Sales (Sep.)US Economics > US Economics Update — Monetary Indicators (Sep.)
US Economics > US Economics Update — Fed shouldn’t respond to lower inflation expectationsGlobal Economics > Global Economics Update — Lower oil prices to have bigger implications for ECB than FedUS Economics > US Data Response — Uni. of Mich. Consumer Confidence (Oct.)US Economics > US Economics Weekly — Market moves leave Fed with a tricky balancing actUS Economics > US Data Response — Housing Starts (Sep.)US Housing > US Housing Market Update — Higher mortgage fees don’t point to future mortgage stressUS Economics > US Data Response — Industrial Production (Sep.) & Philly Fed (Oct.)US Economics > US Economics Update — Market moves hard to square with solid economic fundamentalsUS Economics > US Data Response — Retail Sales (Sep.), Empire State (Oct.) & PPI (Sep.)