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Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
It's hard to write anything these days without addressing the impact of tariffs, but this quarter bubbled up many other issues for our Q&A. The effects of the U.S. government shutdown, signals from the labor market and the Fed's next interest rate move are also examined.
November 25, 2025
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
The threat of China curtailing exports of rare earth minerals has been on the radar of policymakers in D.C. for the better part of a decade, but China’s monopoly over the industry limited the pool of viable alternatives. Now in 2025, as trade relations between the world’s two largest economies have deteriorated, China has opted to apply strategic pressure to a vital nerve in global supply chains.
November 19, 2025
Trending
U.S. Government Shutdown Update
The U.S. Senate narrowly passed a bipartisan deal that would end the federal government shutdown, which began on October 1st. Eight moderate Democratic Senators broke ranks and voted in favor of the bill, providing the 60-vote majority required to advance the continuing resolution (CR) through the Senate.
November 12, 2025
Latest Research
Global Trade Disrupted: Early Impacts of U.S. Tariffs
The dramatic increase in U.S. tariffs in 2025 has led to volatility in the trade data that makes it difficult to analyze trends. Despite these distortions, there is early evidence that underlying growth in U.S. imports has slowed.
November 05, 2025
Latest Research
Easing Rates, Limited Relief: U.S. Housing’s Gradual Recovery
Home sales are stuck near the lows reached during the Global Financial Crisis, as elevated interest rates and economic uncertainty continue to restrain activity. We see a bit more room for mortgage rates to fall by next summer, which alongside some fiscal tailwinds from the One Big Beautiful Bill Act and more certainty on the trade front, should lead to pick up in sales activity.
October 30, 2025
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Updated Publications
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
Weekly Bottom Line
November 21, 2025
Updated Publications
State Economic Forecast
September 23, 2025
Updated Publications
U.S. Quarterly Economic Forecast
September 18, 2025
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Next
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
Weekly Bottom Line
November 21, 2025
Updated Publications
State Economic Forecast
September 23, 2025
Updated Publications
U.S. Quarterly Economic Forecast
September 18, 2025
View more updated publications
Latest Research
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
November 19, 2025
Latest Research
Global Trade Disrupted: Early Impacts of U.S. Tariffs
November 05, 2025
Latest Research
Easing Rates, Limited Relief: U.S. Housing’s Gradual Recovery
October 30, 2025
Latest Research
The Economic & Fiscal Impacts of U.S. Defense Spending in 2026 and Beyond
October 22, 2025
Previous
Next
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
November 19, 2025
Latest Research
Global Trade Disrupted: Early Impacts of U.S. Tariffs
November 05, 2025
Latest Research
Easing Rates, Limited Relief: U.S. Housing’s Gradual Recovery
October 30, 2025
Latest Research
The Economic & Fiscal Impacts of U.S. Defense Spending in 2026 and Beyond
October 22, 2025
View more latest research
Commentaries
Consumer
U.S. Retail Sales (September 2025)
November 25, 2025
Labor
U.S. Employment (September 2025)
November 20, 2025
Real Estate
U.S. Existing Home Sales (October 2025)
November 20, 2025
Commentaries
U.S. FOMC Meeting Minutes (October 28-29, 2025)
November 19, 2025
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Consumer
U.S. Retail Sales (September 2025)
November 25, 2025
Labor
U.S. Employment (September 2025)
November 20, 2025
Real Estate
U.S. Existing Home Sales (October 2025)
November 20, 2025
Commentaries
U.S. FOMC Meeting Minutes (October 28-29, 2025)
November 19, 2025
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