Economic Research
USA 2024
Strong consumption and sticky prices (April 26,2024)(327KB)
March CPI tempers rate cut expectations (April 10,2024)(291KB)
Strong headline growth but a weak underbelly (April 5,2024)(563KB)
Goods inflation has temporarily returned(March 29, 2024)(329KB)
Rate cuts will exacerbate housing inflation(March 27, 2024)(551KB)
The Fed is right to be cautious(March 1, 2024)(369KB)
Look to the middle class(February 23, 2024)(484KB)
Don’t expect a re-acceleration of labor demand(February 5, 2024)(388KB)
Labor demand may be weaker than it seems(January 5, 2024)(151KB)