Data commentaries

• February 5, 2010 - U.S. Employment (pdf)
  
• February 3, 2010 - U.S. ISM Non-Manufacturing Index (pdf)
  
• February 1, 2010 - U.S. ISM Manufacturing Index (pdf)
  
• February 1, 2010 - U.S. Personal Income and Spending (pdf)
  
• January 29, 2010 - U.S. Real GDP (pdf)
  
• January 28, 2010 - U.S. Durable Goods Orders (pdf)
  
• January 27, 2010 - U.S. FOMC Interest Rate Decision (pdf)
  
• January 20, 2010 - U.S. Housing Starts (pdf)
  
• January 15, 2010 - U.S. Consumer Price Index (pdf)
  
• January 14, 2010 - U.S. Retail Sales (pdf)
  

Regular Publications

• February 5, 2010 - The Weekly Bottom Line (pdf)
  
• December 17, 2009 - Quarterly Economic Forecast - U.S. Economic Outlook (pdf)
  
  

Special Reports/Observations

2010

• February 4, 2010 - U.S. Won't Have A Jobless Recovery (pdf)
  
  
  2009
  
• December 16, 2009 - U.S. Consumer Credit & Household Deleveraging (pdf)
  
  
• November 13, 2009 - U.S. Commercial Real Estate Is A Speed Bump, But Not A Road Block To Recovery (pdf)
  
  
• November 12, 2009 - Possible Economic Impact of H1N1 (pdf)
  
  
• November 6, 2009 - How Will The Great Recession And Its Recovery Compare To The Past? (pdf)
  
  
• November 4, 2009 - Is The Global Economy Hard-Wired For A Lingering Fed? (pdf)
  
  
• September 28, 2009 - Northeast Job Market is a Cut Above (pdf)
  
  
• August 28, 2009 - The Great Recession: Lessons and Opportunities (pdf)
  
  
• August 4, 2009 - Is There Evidence That Obama’s Loan Modification Program Is Working? (pdf)
  
  
• July 31, 2009 - The Nascent Recovery (pdf)
  
  
• July 30, 2009 - Anatomy of a U.S. Housing Rebound (pdf)
  
  
• June 1, 2009 - U.S. Exports: Rise of the Machines Starring Emerging Markets (pdf)
  
  
• May 7, 2009 - U.S. Recovery Has Legs To Stand On (pdf)
  
  
• May 4, 2009 - Will Guarding Against Deflation Now Lead to an Inflation Problem in the Future? (pdf)
  
  
• April 23, 2009 - Do State Foreclosure Laws Impact Mortgage Delinquency Rates? (pdf)
  
  
• April 23, 2009 - U.S. Housing Market – Fishing for the Bottom (pdf) (Press Release)
  
  
• March 24, 2009 - U.S. Credit Flows During the Fourth Quarter Show Stress on Households and Firms (pdf)
  
  
• February 19, 2009 - (A Primer on Fiscal Stimulus (pdf))
  
  
  2008
  
• December 5, 2008 - Bailout Rock – Is $4 Trillion a Magic Number? (text) (pdf)
  
• November 24, 2008 - Could Deflation Derail De Fed? (text) (pdf)
  
• November 19, 2008 - The Low Down on a Low Fed Funds Rate (text) (pdf)
  
• November 13, 2008 - Can Equities Recover? (text) (pdf)
  
• October 27, 2008 - Presidents, The Economy and Financial Markets (text) (pdf)
  
• October 17, 2008 - Origins and Policy Response to the Credit Crunch in North America (text) (pdf)
  
• September 26, 2008 - Will the U.S. Dollar go the way of the British Pound? (pdf)
  
• September 9, 2008 - Nausea, Heartburn, Indigestion, Upset Stomach, Fannie, Freddie (text) (pdf)
  
• September 8, 2008 - Fixed Income: U.S. Bailout & Implications (pdf)
  
• August 22, 2008 - Quiet Central Banks, Noisy Markets (pdf)
  
• August 13, 2008 - A Look at U.S. Home Prices from 2002 to Now – The Correction Isn’t Over (text) (pdf)
  
• July 29, 2008 - A Regional Look At U.S. Labour Markets: Don’t Mess With Texas! (text) (pdf)
  
• July 16, 2008 - U.S. Households Look To Be Saving Their Stimulus Checks (text) (pdf)
  
• July 15, 2008 - Can All The King’s Men Put The U.S. Financial System Back Together Again? (text) (pdf)
  
• June 25, 2008 - If a Central Bank’s Forecast Falls Short of the Mark, Does It Make a Sound? (text) (pdf)
  
• May 22, 2008 - Predicting The U.S. Recovery: Some Leading Indicators Are Better Than Others (text) (pdf)
  
• April 25, 2008 - Is the Credit Crunch Pushing the U.S. Federal Reserve to its Limit? (text) (pdf)
  
• April 11, 2008 - Musings on the U.S. Recession (text) (pdf)
  
• March 17, 2008 - US: Fed Flailings Reveal Further Need For Cuts (pdf)
  
• March 5, 2008 - U.S. Homeowners Not Getting Much of a Break on Mortgage Rates (text) (pdf)
  
• February 21, 2008 - What’s Going On With U.S. Inflation? (text) (pdf)
  
• February 5, 2008 - Economic Stimulus and the U.S. Outlook (text) (pdf)
  
• January 17, 2008 - The Five Finger Guide: Economic Data that Provide a Heads-up to a U.S. Recession (text) (pdf)
  
  2007
  
• December 12, 2007 - U.S. Consumer Outlook for the Holidays and 2008 (text) (pdf)
  
• November 29, 2007 - American Exports: The Quiet Revolution (text) (pdf)
  
• November 27, 2007 - Weaker U.S. Economic Outlook To Prompt Fed Cuts (text) (pdf)
  
• November 22, 2007 - Canada and the U.S.: The Odd Decouple (text) (pdf)
  
• November 6, 2007 - Oh CDOs, CDOs, Wherefore Art Thou CDOs? (text) (pdf)
  
• September 6, 2007 - The Illusion of Withering Wages (text) (pdf)
  
• August 20, 2007 - The Grey Anatomy of the Current Credit Crunch (text) (pdf)
  
• July 27, 2007 - Inflation Targeting By The Fed: Will It Ever Happen, And Would It Matter? (text) (pdf)
  
• April 30, 2007 - A Primer on the U.S. Sub-prime Market (text) (pdf)
  
• February 15, 2007 - Japanese GDP Flies, Making a Rate Hike Next Week More Likely (text) (pdf)
  
• January 23, 2007 - Resilient U.S. Consumers to Keep Fed on Hold Through 2007 (text) (pdf)
  
  2006
  
• November 17, 2006 - Fed Conundrum with Elevated Inflation to Persist (text) (pdf)
  
• November 14, 2006 - A Primer on Potential Output (text) (pdf)
  
• November 10, 2006 - Economic Impact of U.S. Elections on Canada (text) (pdf)
  
• November 8, 2006 - Tarnishing the Image of the Emerging Market Gilded Age (text) (pdf)
  
• October 27, 2006 - In The Shadow of the U.S. Slowdown: Local Context Key to Global Growth (text) (pdf)
  
• October 2, 2006 - The Decline and Fall of the U.S. Housing Market: Will the Broader Economy Follow? (text) (pdf)
  
• July 25, 2006 - Comparison of Monetary Policy in Canada and the United States: Weaker Fed Transparency the Biggest Difference (text) (pdf)
  
• May 18, 2006 - The U.S. Current Account Deficit: Nothing To Fear But Fear Itself (Executive Summary) (Full Report)
  
• May 11, 2006 - She’s Come Undone: U.S. Housing Market Slowdown is Underway (text) (pdf)
  
• April 3, 2006 - Will U.S. Treasuries Pay a Price for Record Foreign Indebtedness? (text) (pdf)
  
• January 24, 2006 - Inventories Will Shape the Next U.S. Business Cycle (text) (pdf)
  
  2005
  
• August 18, 2005 - U.S. Expansion on ‘Borrowed’ Time (text) (pdf) (press release)
  
• July 15, 2005- U.S. Equities Remain a Long-Term Favourite (text) (pdf)
  
• June 28, 2005 - Last Hurrah for U.S. Economy in 2005, Mid-Cycle Slowdown on Tap for 2006 (text) (pdf)
  
• May 2, 2005 - Is U.S. CPI Under-estimating Inflation? (text) (pdf)
  
• March 2, 2005 - Higher Loonie Fails to Drive Shoppers South (text) (pdf)
  
  2004
  
• September 13, 2004 - U.S. Housing Market: Time to Pay the Piper (text) (pdf)
  
• May 25, 2004 - Has the Fed Left Rates Too Low for Too Long? (text) (pdf)