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Jun 21, 2024
The dearth of homes for sale in the U.S. continues to push prices up.
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Jun 21, 2024
Two key measures of consumer confidence, from the Conference Board and the University of Michigan, will be released next week.
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Jun 21, 2024
Does building pressure in Canada's repo markets indicate broader liquidity stress?
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Jun 21, 2024
Total dollar delinquencies are the highest since April 2020 but remain well below the five-year average leading up to the pandemic.
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Jun 21, 2024
Hezbollah, a terrorist group in Lebanon, is increasing threats against Israel.
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Jun 20, 2024
The Bank of England kept its main policy rate unchanged in June.
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Jun 20, 2024
Both major candidates for U.S. president have a wide range of proposals that could have significant impacts on the econoomy for years to come.
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Jun 20, 2024
Mark Zandi hosts a webinar on the course ahead for inflation and monetary policy.
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Jun 18, 2024
Our U.S. offices will be closed Wednesday for Juneteenth.
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Jun 18, 2024
A flurry of economic data in the U.S. will contribute positively to growth in the second quarter.
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Jun 17, 2024
Though negative, demand pushed the Empire State Manufacturing index to its highest point in months.
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Jun 17, 2024
Increased tensions between the U.S. and China, through tariffs and financial sanctions, will boost prices.
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Jun 17, 2024
The Federal Reserve needs more evidence that inflation is moving in the right direction before cutting interest rates.
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Jun 17, 2024
We are projecting a slight deceleration in global growth in 2024 to 2.5% from 2.7% in 2023.
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Jun 17, 2024
What has caused several tried-and-true U.S. recession indicators to throw false positives?
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Jun 14, 2024
By 2035, all new-vehicle registrations must be for zero-emission vehicles. Are we close to target?
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Jun 14, 2024
University of Michigan consumer sentiment posted a fourth decline in the last five months.
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Jun 14, 2024
After a few quarters of hot growth, economic expansion will cool in the year ahead.
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Jun 14, 2024
Homebuilders' confidence likely has remained low in June.
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Jun 14, 2024
We look at trends, regional disparities and implications for homeownership.
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Jun 14, 2024
Voters moved to the right, creating uncertainty for the trajectory of policies on trade, climate and immigration.
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Jun 13, 2024
Inflation may be falling, but inflation expectations and uncertainty remain high and confidence low.
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Jun 13, 2024
Following an encouraging CPI report, PPI cooled more than expected in May.
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Jun 12, 2024
May's CPI report and June's FOMC meeting made for a busy Wednesday.
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Jun 11, 2024
Main Street is anxious about the future, and we made few major changes to our baseline in June.
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Jun 11, 2024
If immigration is sharply curtailed, either by this order or other changes to federal immigration policy, it will have substantial consequences for the U.S. economy.
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Jun 11, 2024
We expect 0.1% and 0.3% growth, respectively, in the headline and core consumer price index.
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Jun 11, 2024
The gap between the NFIB's hard and soft data indexes is about the largest it's ever been.
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Jun 11, 2024
A loosening but resilient labor market remains on steady footing.
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Jun 10, 2024
Inflation and the Federal Reserve will be in focus this week.
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Jun 10, 2024
Mark Zandi says the Fed needs to cut interest rates soon.
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Jun 07, 2024
Despite pervasive gloom, the labor market keeps the U.S. economic expansion rolling along.
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Jun 07, 2024
May's CPI should show some easing.
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Jun 07, 2024
Payroll employment rose by 272,000 in May, coming in stronger than our above-consensus projection.
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Jun 07, 2024
The Bank of Canada's pivot ahead of other G-7 central banks will help jump-start growth later this year.
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Jun 07, 2024
The institution will likely be more divisive in the next five years.
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Jun 07, 2024
The various and diverse drivers of consumer finances make it difficult to generalize by income group or demographics.
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Jun 06, 2024
The ECB cut interest rates by 25 basis points in June; now, all eyes in the U.S. are on Friday's jobs report.
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Jun 06, 2024
We look for the economy to have added 225,000 jobs, on net, in May.
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Jun 05, 2024
The June rate cut marks the first central bank pivot among G-7 countries.
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Jun 04, 2024
According to April's JOLTS report, openings fell to just 8.1 million, the lowest level since 2021.
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Jun 04, 2024
The 1.9% annualized growth in the second quarter would mark a modest acceleration.
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Jun 04, 2024
The cartel's production cuts are proving unsustainable.
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Jun 04, 2024
Why is the U.S. economy outperforming much of the world?
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Jun 04, 2024
Moody's Analytics will incorporate costs of insurance and property taxes into its house price forecasting models.
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Jun 03, 2024
The latest data on U.S. construction spending and the ISM Manufacturing Survey were soft.
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Jun 03, 2024
The Fed's preferred measure of inflation advanced 0.2% in April, keeping the annual rate unchanged from the previous month and still above target.
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May 31, 2024
As expected, April's PCE deflator showed some welcome moderation.
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May 31, 2024
The May employment report is likely to show a second straight month of moderating job growth after an impressive first quarter.
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May 31, 2024
The former U.S. president and his legal team are likely to appeal, as they believe he was prosecuted on political grounds.
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May 31, 2024
Why is the Bank of Canada concerned about cutting rates too soon before the Fed?
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May 30, 2024
In April, the pending home sales index fell 7.7% from the prior month.
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May 30, 2024
Across U.S. metro areas, remote work, which grew during the pandemic, continues to varying degrees.
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May 29, 2024
The Richmond Fed's manufacturing index improved in May, but the outlook remains cloudy.
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May 29, 2024
The Federal Reserve cleared up any misconception about coming rate cuts.
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May 29, 2024
Income gains are pronounced in the Mountain West, an area that has struggled to digest rapid cost increases.
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May 28, 2024
Consumer confidence ticked up in May, but high prices and interest rates are keeping anxiety high.
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May 28, 2024
Though narrow, the latest levies represent further distancing between the U.S. and China.
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May 28, 2024
The time is nearing for the Bank of Canada to pivot.
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May 28, 2024
Success in keeping expense growth under control will be vital to avoid a funding cliff as revenue growth slows and federal aid dries up.
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May 28, 2024
Listener questions are on the agenda.
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May 26, 2024
Our U.S. offices will be closed Monday, May 27 for Memorial Day.
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May 24, 2024
The latest report on Fed's preferred inflation measure, the personal consumption expenditure deflator, is due from the Bureau of Economic Analysis.
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May 24, 2024
Consumer confidence plummeted in the U.S. as Canada and the U.K. face retail sales declines.
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May 24, 2024
An update on how rising prices affect demographic groups indicates that higher-income households are faring better.
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May 24, 2024
This week signaled the start of a new phase in monetary policy at the central bank.
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May 24, 2024
Ramifications of Ebrahim Raisi's death are likely to be limited.
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May 24, 2024
We project Georgia, North Carolina, Nevada and Pennsylvania to be won on less than 1-percentage point margins of victory.
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May 23, 2024
Though sales came in under expectations, the market for new homes is performing historically well.
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May 23, 2024
Distressed exchange remained the predominant type of default.
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May 23, 2024
The credit cycle is entering a stage of progressively slower growth, if not decline, accompanied by gradually deteriorating performance.
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May 22, 2024
The proposal would provide relief for a narrower group of borrowers than prior plans.
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May 22, 2024
U.S. existing-home sales fell by more than expected in April.
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May 22, 2024
Should the Fed start lowering rates rates sooner than later?
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May 22, 2024
The inventory release moves the needle, but not by much.
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May 22, 2024
U.S. consumer auto credit remained under the yellow caution flag through the first quarter of 2024.
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May 21, 2024
Top-line inflation cooled to 2.7% following a 0.2% monthly gain.
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May 21, 2024
A new way to look at U.S. inflation should calm nerves.
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May 21, 2024
The two biggest weights on household finances at present are high and rising prices and high interest rates that are driving up the cost of borrowing.
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May 21, 2024
Homeowners feel locked into lower-rate mortgages, and for-sale inventories are about half those of a healthy market.
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May 21, 2024
The coming, much-awaited easing in monetary policy rates will boost global growth in the latter half of the year and into 2025.
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May 21, 2024
The CPI resumed its descent, but owners' equivalent rent continues to limit progress.
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May 20, 2024
Housing data and business and consumer sentiment surveys highlight the week's economic reports.
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May 20, 2024
We provide monthly updates to our 2024 presidential election prediction to assess the impact of new economic data and changes in our U.S. national and state forecasts.
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May 20, 2024
The economy is performing well, and the most likely scenario is for a soft landing in the coming year; still, there are better and worse alternative scenarios in the distribution of possible outcomes.
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May 20, 2024
The pandemic permanently increased online shopping.
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May 17, 2024
While the LEI no longer flashing red, it suggests the economy will face near-term headwinds.
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May 17, 2024
A quieter week awaits after this week's flood of economic news.
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May 17, 2024
The details of the forthcoming inflation report will prove crucial to the BoC's next announcement.
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May 17, 2024
Social unrest follows the attack on Prime Minister Robert Fico.
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May 16, 2024
After declining in March, new residential construction moved up again in April.
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May 15, 2024
The 0.3% increase in the headline and core CPI in April was expected and welcome.
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May 15, 2024
Our model's first run puts second-quarter growth at 1.9% annualized.
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May 14, 2024
Producer price inflation surprised to the upside and Fed Chair Powell reiterates patience.
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May 14, 2024
Following a 0.4% monthly increase in March, we expect headline and core inflation of 0.3% in April.
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May 14, 2024
Persistent high inflation and recent statements from Fed officials did cause us to remove one interest rate cut from 2024 with the first cut now in September.
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May 13, 2024
Global business sentiment is on the rise, but inflation will draw most of the attention this week.
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May 13, 2024
Spending growth looks set to slow but not stop.
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May 13, 2024
We explore the potential impact of the upcoming election on the green energy transition.
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May 13, 2024
There is hope that consumers' faith in the economy will revive; gasoline prices appear to be at or near their peak, and both house prices and the labor market remain strong.
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