US Macro

Core PCE Inflation Moving Above 2.0%y/y, but Only Temporarily (July 2018)

US Summary: Growth Still Strong and Inflation Still Rising (June 2018)

US Summary: Stronger Growth, Slowly Rising Inflation (May 2018)

US Housing Cycle – Slowing Growth Rates for Prices and Activity Ahead

Could A Late-Cycle Labor Shortage Constrain USEmployment Growth in the Next Few Years?

US Potential GDP Growth: A Slight Pickup Is Likely, but Average Potential Growth Will Still Be Relatively Low (May 2018)

US Monthly Summary: Slowing Domestic Demand Growth and Rising Inflation (April 2018)

US Inflation: Core PCE Inflation Heading Above 2% y/y (April 2018)

US Business Equipment Cycle: Drivers, Risks, Uncertainties (April 2018)

US Monthly Summary: Small Changes in Underlying Macroeconomic Trends (March 2018)