Data commentaries

• May 14, 2008 - U.S. Consumer Price Index (text) (pdf)
  
• May 13, 2008 - U.S. Retail Sales (text) (pdf)
  
• May 5, 2008 - U.S. ISM Non-Manufacturing Index (text) (pdf)
  
• May 2, 2008 - U.S. Employment (text) (pdf)
  
• May 1, 2008 - U.S. ISM Manufacturing Index (text) (pdf)
  
• May 1, 2008 - U.S. Personal Income and Spending (text) (pdf)
  
• April 30, 2008 - U.S. FOMC Decision (text) (pdf)
  
• April 30, 2008 - U.S. Real GDP (text) (pdf)
  
• April 10, 2008 - BOE/ECB Interest Rate Decision (text) (pdf)
  

Special Reports

• 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 24, 2008 - Global Economic Decoupling: Is The Cookie Jar Still Out Of Reach? (text) (pdf)
  
• January 17, 2008 - The Five Finger Guide: Economic Data that Provide a Heads-up to a U.S. Recession (text) (pdf)
  
  
• 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)
  
• July 19, 2007 - Chinese Economy: The Song Remains the Same (text) (pdf)
  
• April 30, 2007 - A Primer on the U.S. Sub-prime Market (text) (pdf)
  
• April 19, 2007 - Slowing The Chinese Juggernaut (text) (pdf)
  
• February 28, 2007 - Taking Stock in China – The Day After (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)
  
  
• 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)
  
• August 8, 2006 - The Economic Cost of Aids: A Clear Case for Action (text) (pdf) (Press Release) (French Press Release)
  
• August 1, 2006 - Da Vinci’s Other Code: Increased Global Financial Volatility to Come (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)
  
  
• August 18, 2005 - U.S. Expansion on ‘Borrowed’ Time (text) (pdf) (press release)
  
• July 22, 2005 - China Revalues the Renminbi (text) (pdf)
  
• 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)
  
• April 18, 2005 - Pressure on China Could Delay Appreciation of Chinese Currency (text) (pdf)
  
• March 2, 2005 - Higher Loonie Fails to Drive Shoppers South (text) (pdf)
  
• February 9, 2005 - Threats to Global Financial Stability (text) (pdf)
  
  
• 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)
  
• May 20, 2004 - China: Short-Term Pain, Long-Term Gain (text) (pdf)