U.S. Outlook: Is the housing recovery back on track?

Scott Anderson
Chief Economist
homeprices_rise_crop

Recent October data suggests home sales bounced back from a summer swoon, but other factors are showing signs of weakness.

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U.S. Outlook: Encouraging signs of growth still evident

Scott Anderson
Chief Economist
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“Better than expected” is a phrase you will hear often about this October’s economic data. Is the U.S. economy on the cusp of a meaningful acceleration? Below is a brief summary of my weekly analysis, followed by a link to the full report, delivered on Nov. 22, 2013. (Note: This report covers two weeks; there […]

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Instant Analysis: October FOMC minutes

Scott Anderson
Chief Economist
Federal Reserve

Key observations: October FOMC minutes were not dovish enough for markets. Solid jobs reports could trigger tapering announcement in January. The minutes of the October FOMC meeting were not dovish enough for the markets to sustain their recent rally. Both stock and bonds sold off in the afternoon following the release of the minutes. The […]

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U.S. Outlook: A stronger October if you believe the PMIs

Scott Anderson
Chief Economist
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October’s Purchasing Manager Indexes (PMIs) and employment report are two big factors in the economy right now, and I discuss their influences in this week’s U.S. Outlook report. Below is a brief summary followed by a link to the full report, delivered on Nov. 8, 2013. Key observations: U.S. economic momentum may have outweighed the […]

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