US Macro 2018

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)

The Credit/Debt Cycle Updated (March 2018)

When the Interest Rate Tide Goes Out (Part 3): Rising Rates and Consumer Spending (Mar 2018)

First Effect of Tax Reform on Profits (March 2018)

The Data That Best Predict US Wage Dynamics (March 2018)