Do we have potential?: An analysis of U.S. potential economic growth
In a five-part series of reports, we analyze the outlook for potential economic growth in the United States.
Should we worry about American debt?: Time to reconsider
In a five-part series, we revisit our 2019 analysis and discuss the levels of household, non-financial business sector, and federal government debt in the U.S. economy.
Read our special reports on current events affecting the financial markets, such as Federal Reserve meetings, and government policies.
October
- Lower rates may not provide much lift for consumer spending – 10/08/2024
- September CPI preview: Sticky-looking core to be temporary – 10/02/2024
- Happy fiscal new year! – 10/01/2024
September
- Soft-landing, or no soft-landing, that is the question: a compendium – 09/27/2024
- Reasons not to panic about looming port strikes – 09/27/2024
- Is the tide turning for commercial real estate? – 09/25/2024
- Soft-landing, or no soft-landing, that is the question: Part V – 09/25/2024
- Talking taxes: What will happen to the Tax Cuts and Jobs Act? – 09/19/2024
- FOMC starts easing cycle with a bang – 09/18/2024
- Soft-landing, or no soft-landing, that is the question: Part IV – 09/16/2024
- A (labor) force to be reckoned with: Celebrating Hispanic heritage month – 09/12/2024
- September flashlight for the FOMC blackout period – 09/11/2024
- August CPI preview: The possible tiebreaker between a 25 or 50 bps cut? – 09/05/2024
August
- The economics of college football: 2024 edition – 08/23/2024
- Soft-landing, or no soft-landing, that is the question: Part III – 08/21/2024
- Will lower mortgage rates ignite the housing market? – 08/19/2024
- 2024 benchmark payroll revision: Your questions answered – 08/14/2024
- Soft-landing, or no soft-landing, that is the question: Part II – 08/14/2024
- Consumer staying power may come down to credit – 08/12/2024
- Soft-landing, or no soft-landing, that is the question – 08/08/2024
- Investing in the future – 08/07/2024
- Remember inflation? July CPI preview – 08/07/2024
- Updating our fed funds forecast – 08/04/2024
July
- FOMC: ‘Twas the meeting before rate cuts – 07/31/2024
- R-Stargazing: Part II – 07/29/2024