Consumer
The ECB will cut rates once more this year; however, markets underprice how far it will ease next year.
Fade The Rosier Picture From Unemployment Claims…
Trump Still Has A Path…
August Uptick In US Core CPI Doesn’t Derail Disinflation Process…
Lower Path Of Least Resistance For Oil Prices…
The Surge In Chinese Exports Is Likely Unsustainable…
Credit Likely Drove July’s US Retail Sales…
The ECB Will Cut Rates This Week; The Next One Is More Likely To Come In December Than October…
August Payrolls Presage Higher Unemployment Rate…
In this Special Report, we analyze the behavior of economic data leading up to US recessions and discuss some common patterns.