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North America Weekly

U.S.: Devil in the Details; Canada: Start of the New Normal

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba
Sep 06, 2010 11:30:00 AM | Last Updated

EXECUTIVE SUMMARY

We start our look at North America with the U.S. We review the details of important data releases that surprised on the upside: the BLS employment report, the ISM Manufacturing index, pending home sales and, on the consumer side, personal income and outlays. The headlines were all better than expected, although the bar is set quite low for an economy that supposedly has been in recovery mode for well over a year. Moreover, the details of those reports still reveal weaknesses that will continue to result in uncertainty going forward. We maintain that the U.S. economy

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