Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
Research Briefing
Extensive academic research shows the importance of central bank independence in reducing inflation. Those institutions with strong operational independence from...
Research Briefing
A second Trump presidency would directly harm US manufacturing through two channels: repeal of President Biden's Inflation Reduction Act (IRA);...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
Research Briefing
Immigration has become the key driver of population growth, and that trend will only accelerate. Based on our forecast, immigration...
Research Briefing
History suggests that presidential elections are not a significant driver of asset returns. That is, asset returns around elections are,...
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
Research Briefing
Inflation is poised to weigh on the psychology of the swing voter, who will be pivotal in determining the outcome...
Research Briefing
The Census Bureau released its long-term population projections in November. They paint a more pessimistic outlook for the US than...
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...