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US election

Research Briefing

Tariff whiplash starting to cause US supply-chain stress

Research Briefing

US PCE nowcast shows no slowdown in price pressures

Research Briefing

Parsing US federal job cuts by metro

Research Briefing

US inflation expectations are key to the Fed’s outlook this year

Research Briefing

Taking stock of this week’s twists and turns in US tariff policy

Research Briefing

Weak US consumer sentiment needs a careful eye, not panic

Research Briefing

Tariff Monitor: Trump hits pause on Canada and Mexico

Research Briefing

Ignore US gold imports, net trade is weak but not disastrous

Research Briefing

US Federal Reserve policy review to cement hawkish shift

Research Briefing

Adjusting the forecast for larger US federal layoffs

Research Briefing

Winter weather will have a chilling effect on US Q1 GDP

Research Briefing

‘Tis the US tax-refund season

Research Briefing

Winds are changing for the US participation rate

Research Briefing

The uneven US state-level impacts of different climate policies

Research Briefing

US-Canada trade war – Higher prices and a drag on growth

Research Briefing

No reprieve on the US tariff front

Research Briefing

US supply chains remain resilient despite tariff chaos

Blog

CECL 2024 Q4 scenarios: A land of contrasts – regional dynamics in the US economy.

Research Briefing

How much residual seasonality lingers in January inflation in the US?

Research Briefing

What we learned, and didn’t, from Trump’s executive orders

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