View a sample of our Economic Talking Points reports below.

2012

• January 3, 2012 -ECONOMIC FORECASTS FOR 2012

2011

• November 17, 2011 -Signs Emerge Of A Stronger Economy. But Can It Really Last?
• November 15, 2011 -Expect a Decent Holiday Shopping Season But Without the Jolly
• November 10, 2011 -A Knock Out Blow: European Debt Defaults and Triple-Digit Oil Prices
• November 3, 2011 -It Is Risk-off When Visibility On Europe's Future Is Zero
• November 2, 2011 -Flash Note: Fed Stands Pat Even Though Its Projections Worsen
• October 27, 2011 -Growth Recession in the US, and Comic Relief from Europe
• October 19, 2011 -Inflation is Heating Up, Not Cooling Down.
• October 14, 2011 -Retail Sales Gets Stronger. Are Consumers Really Coming Back?
• September 21, 2011 -Is it smart monetary policy, or a crapshoot?
• September 20, 2011 -What is Next From the Fed? Does it Even Matter?
• September 15, 2011 -New Economic Numbers Show the Recovery May Soon Be History
• May 6, 2011 -Can job growth accelerate much more when the economy is losing steam?
• April 26, 2011 -Bernanke Press Conference: A Clever Strategy, But One Unlikely To Create New Headlines
• April 15, 2011 -Inflation Expectations Are On The Rise. Is the Fed Reacting Too Slowly?
• April 13, 2011 -Behind the Consumer Spending Numbers. Just How Resilient Are Shoppers?
• April 6, 2011 -The Strange Case For Monetary Tightening: The US and the Eurozone
• April 1, 2011 -Is The Upturn In Job Growth Sustainable?
• March 24, 2011 -Nerves Force Consumers and Businesses To Turn More Cautious
• March 17, 2011 -The Future Is Not What It Used To Be
• March 15, 2011 -A Time To Reassess
• March 4, 2011 -February Job Numbers Show Companies Are In A Holding Pattern
• March 2, 2011 -Growing Middle East Unrest Heightens Risks to the U.S. Recovery
• February 24, 2011 -Could $100 to $150 Oil Be The New Normal?
• February 23, 2011 -The Geopolitical Eruptions Will Slow U.S. Economic Growth
• January 7, 2011 -Whiplash: ADP Saw Massive Rise In December Payrolls; The Government Found Far Less
• January 3, 2011 -ECONOMIC FORECASTS FOR 2011

2010

• December 23, 2010 -Ending The Year On A Strong Note
• December 22, 2010 -Deflation Haunts Fed Policymakers and That Can Be Dangerous
• December 16, 2010 -The Fed and Bond Investors: Are they Now On A Collision Course?
• December 14, 2010 -Flash Note: What Were They Thinking?
• December 14, 2010 -The Economy Has Finally Achieved Escape Velocity
• December 8, 2010 -Flash Note: A Warning Shot From The Bond Vigilantes
• December 3, 2010 -The November Employment Report Fails The Smell Test
• November 24, 2010 -Finally, A Thanksgiving With An Economy Moving In The Right Direction
• November 15, 2010 -Retail Sales Beats Forecasts: Will QE2 Soon Be History?
• November 10, 2010 -Initial Reaction To The Deficit Reduction Proposals
• November 5, 2010 -Lots of Positive Economic News Lately. So Do We Still Need QE 2?
• November 1, 2010 -A Decent Start To A Busy Week Of Economic Numbers
• October 29, 2010 -GDP: An Encouraging First Peak Shows Consumers Are Ramping up Spending
• October 8, 2010 -September Jobs: Depressing Numbers...and Some Intriguing Clues
• September 14, 2010 -They are BACK! The Consumer is Healthier and Gearing Up to Spend
• September 3, 2010 -The Pause Is Over As the Economy Gradually Picks Up Momentum
• September 1, 2010 -It's Time for the Economic Bears To Exit Stage Left
• July 14, 2010 -Soft Retail Sales and Weak Business Spending: A Brief Pause in the Recovery
• July 2, 2010 -Is the Economic Medicine Working? Yes, But It Can Only Go So Far In Terms of Job Creation
• June 29, 2010 -So Just What Are Consumers Thinking?
• June 28, 2010 -Personal Income & Spending: A Good Start to a Data-Filled Week
• June 25, 2010 -FINREG: The Re-Shaping of Financial Institutions In a Credit Starved Economy
• June 23, 2010 -Economy & Housing: Withdrawal Pains Begin From a Tax Credit Fix
• June 21, 2010 -China Unshackles the RMB: Much Ado About Nothing?
• June 17, 2010 -Is the Labor Market Improving or Not?
• April 2, 2010 -March Jobs: Companies Are Cautiously Hiring Again
• March 30, 2010 -“Luck is the Residue of Design”
• March 16, 2010 -A Few Brief Thoughts About Today’s Fed Decision
• March 12, 2010 -Shopping Through the Blizzards
• March 5, 2010 -February Jobs: Getting the Right Perspective
• February 23, 2010 -How Real is the Drop in February Confidence?
• February 17, 2010 -The Economic Momentum Keeps Building
• February 5, 2010 -Deciphering the January Employment Report
• January 29, 2010 -The Economy Exited 2009 On a High Note
• January 8, 2010 -What’s With That December Employment Report?
• January 4, 2010 -ECONOMIC FORECASTS FOR 2010

2009

• December 16, 2009 -A Benign Inflation Report. Congress Has a Seat on the FOMC
• December 11, 2009 -Consumers are Back! But are Banks?!
• December 4, 2009 -Employment Surprise. Was November a Rogue Month? No!
• December 3, 2009 -Good News on Claims & Productivity ---and Forget About ISM Services
• December 1, 2009 -U.S. Recovery Continues, While Dubai Fades Into the Background
• November 27, 2009 -The Dubai World Scare Will be Short-Lived
• November 25, 2009 -Best Thanksgiving Economy in Three Years
• November 16, 2009 -The Recovery Gathers More Steam
• November 6, 2009 -The 10.2% Jobless Rate Was Awful, But What Does The Report Say About The Future
• November 4, 2009 -What Is Needed To See More Jobs?
• November 2, 2009 -A Good Start For The 4th Quarter
• October 29, 2009 -GDP: The U.S. Economy Is Back! (…with government help, of course)
• October 15, 2009 -More Evidence of Recovery, While Inflation Sleeps
• October 14, 2009 -Consumers Are Emerging From Hibernation
• October 2, 2009 -September Jobs: It’s Bad, But Not All Is Bleak
• September 25, 2009 -New York Times - Opinion: Will U.S. Prudence Force China's Hand?
• September 23, 2009 -The Fed Says Economic Activity Has “Picked Up.” So Is It Time To Tighten?
• September 17, 2009 -Housing Improves (A Little)-- And Americans Are (Slightly) Wealthier
• September 15, 2009 -It's All Up To The Consumer At This Point (and the flow of credit)
• September 10, 2009 -Jobless Claims & Trade Deficit -- A Decaffeinated Recovery
• September 4, 2009 -August Jobs: Grab The Jeweler's Loupe To See a Recovery
• September 3, 2009 -Beware: August’s Jobs Report Could Be A Sleeper
• September 1, 2009 -September Begins With Promising Economic Reports
• August 7, 2009 -Good News on Employment Joins Other Upbeat Reports This Week
• August 3, 2009 -ISM and Construction Spending Throttle Up the Economy’s Engines
• July 31, 2009 -The Economic Nightmare Has Ended. Now Comes a Jagged V-Shaped Recovery
• July 29, 2009 -Core Orders For Durable Goods Say Recovery Is On Track
• July 23, 2009 -Recovery On Track as Jobless Claims Drop and Home Sales Pick Up
• July 17, 2009 -Residential Real Estate On The Mend
• July 16, 2009 -You Call This a Recovery?
• July 2, 2009 -Employment, Jobless Benefits & Factory Orders: Recovery On Track
• July 1, 2009 -Lots of Mixed Economic Reports -- But ISM Tells the Real Story
• June 30, 2009 -The Debate Has Shifted: Prepare for Stronger Growth
• March 27, 2009 -End Of Recession Is In Sight. But What’s Next?
• March 17, 2009 -Mounting Evidence The Economy is Switching Gears
• March 12, 2009 -Jump In Ex-Autos Retail Sales Trumps Jobless Claims
• March 6, 2009 -Jobs: From Bad…to Worse… to Awful…to Disasterous
• Feb. 27, 2009 -GDP Shocker
• Feb. 25, 2009 -Focus on the Right Data Point – Home Inventories
• Feb. 18, 2009 -Home Starts Were Poor, But A Bottom May Be Near
• Feb. 6, 2009 -A Horrific January Jobs Report. But What’s Really Going On?
• Jan. 30, 2009 -The Smaller Drop in GDP is Deceiving
• Jan. 26, 2009 -Some Good News on Home Sales and Leading Indicators.
• Jan. 22, 2009 -The Party is Over; Now Comes the Economic Hangover
• Jan. 16, 2009 -Deflation Is Barely a Blip On the Radar
• Jan. 15, 2009 -Is the Economic Contraction Beginning to Slow?
• Jan. 14, 2009 -Signs of Life Fading: A look at Sales, Prices,and Inventories
• Jan. 9, 2009 -The Jobs Report: An Economic Package Now Turns Urgent
• Jan. 7, 2009 -Brace Yourself: Some Awful Job Numbers Are On the Way
• Jan. 5, 2009 -Construction Spending: The Government Gets More Active
• Jan. 2, 2009 -What Do the ISM Numbers Tell Us About 2009?

Special Publications

• September 14, 2008 -ANALYSIS: Economic Consequences of an Iran-Israel War
• NABE (October 2004) -Economic Forecasting and Terrorism