US manufacturing has slowed in recent months, and we expect more to come. We had noted the discrepancy between the PMI and ISM surveys earlier this year as it looked like the ISM was outputting data inconsistent with our leading…
A nice series of articles from Bloomberg news alerts us to the fact that the Fed is anything but united when it comes to QE. There is consequently ongoing confusion, disagreement and general apprehension surrounding whether and how the Fed is supposed to end QE . Quite simply; the powers that be do not see eye to eye on this one and this is slightly worrying (if completely understandable).
US coincident activity index turns up in line with leading indicators, more upside ahead
A recent article by the US Population Reference Bureau produces some great charts and information on demographics in the US.