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Latest Research
U.S. Inflation – A Tale of Crosscurrents
Decomposing U.S. core inflation into its key drivers reveals a mixed bag. Despite still-elevated energy prices, the extent of pass-through to core measures has proved minimal outside of a few pockets. Likewise, tariff-driven pressure on core prices has already peaked.
September 03, 2026
Latest Research
East Coast Metro Housing Affordability: Keeping Score on a Partial Recovery
The sharp deterioration in U.S. housing affordability following the pandemic is well documented. Home prices increased rapidly between 2020 and early 2022, while the subsequent sharp rise in mortgage rates delivered a second blow to buyers. Household incomes also increased, but not enough to offset the higher financing burden.
September 01, 2026
Latest Research
Fuel for Expansion: Rising Corporate Borrowing Meets a Broader Investment Cycle
Business investment continues to be a bright spot in the U.S. economy. AI is still a key driving force, but growth has broadened, with spillovers into industrial equipment, R&D, and other non-tech categories.
August 20, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
The global economy and financial markets continue to be shaped by the ongoing U.S.-Iran conflict, the AI investment boom, and shifts in U.S. tariff policy. This quarter's Q&A explores how these forces are influencing the economic outlook, from energy-market risks and AI-related financial vulnerabilities to rising bond yields and evolving expectations for monetary policy. We also explore the durability of U.S. economic outperformance, and the resilience of labor markets and household finances.
August 19, 2026
Latest Research
Is the U.S. Manufacturing Rebound Real?
The manufacturing rebound is real, but headline shipment growth overstates the underlying improvement once price effects are stripped out.
August 13, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
August 28, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
August 19, 2026
Updated Publications
State Economic Forecast
June 22, 2026
Updated Publications
U.S. Quarterly Economic Forecast
June 18, 2026
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Next
Updated Publications
Weekly Bottom Line
August 28, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
August 19, 2026
Updated Publications
State Economic Forecast
June 22, 2026
Updated Publications
U.S. Quarterly Economic Forecast
June 18, 2026
View more updated publications
Latest Research
Latest Research
U.S. Inflation – A Tale of Crosscurrents
September 03, 2026
Latest Research
East Coast Metro Housing Affordability: Keeping Score on a Partial Recovery
September 01, 2026
Latest Research
Fuel for Expansion: Rising Corporate Borrowing Meets a Broader Investment Cycle
August 20, 2026
Latest Research
Is the U.S. Manufacturing Rebound Real?
August 13, 2026
Previous
Next
Latest Research
U.S. Inflation – A Tale of Crosscurrents
September 03, 2026
Latest Research
East Coast Metro Housing Affordability: Keeping Score on a Partial Recovery
September 01, 2026
Latest Research
Fuel for Expansion: Rising Corporate Borrowing Meets a Broader Investment Cycle
August 20, 2026
Latest Research
Is the U.S. Manufacturing Rebound Real?
August 13, 2026
View more latest research
Commentaries
Commodities & Industry
U.S. ISM Services Index (August 2026)
September 03, 2026
Commodities & Industry
U.S. Vehicle Sales (August 2026)
September 02, 2026
Commodities & Industry
U.S. ISM Manufacturing Index (August 2026)
September 01, 2026
Commentaries
FOMC Chair Warsh Speech at Jackson Hole Annual Economic Symposium (August 28, 2026)
August 28, 2026
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Next
Commodities & Industry
U.S. ISM Services Index (August 2026)
September 03, 2026
Commodities & Industry
U.S. Vehicle Sales (August 2026)
September 02, 2026
Commodities & Industry
U.S. ISM Manufacturing Index (August 2026)
September 01, 2026
Commentaries
FOMC Chair Warsh Speech at Jackson Hole Annual Economic Symposium (August 28, 2026)
August 28, 2026
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