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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
Latest Research
Oil Markets Have Bought Time, Not Insurance
Oil prices remain hostage to geopolitics as markets continue to swing between de-escalation hopes and renewed shipping disruptions.
August 04, 2026
Latest Research
The Stationary U.S. Trade Deficit: Commodity Tailwinds, AI Headwinds, & Price Distortions
The U.S. trade deficit has remained broadly unchanged over the past year, but only because temporary commodity export tailwinds have offset a stronger increase in AI-related imports.
July 21, 2026
Trending
U.S. Imposes 50% Tariff on Select Canadian Products
The U.S. Administration invoked Section 338 of the Tariff Act of 1930 to announce a 50% duty on a wide swath of products representing roughly 5% of Canadian exports to the U.S.
July 21, 2026
Latest Research
Bottlenecked: Supply Constraints Are Likely to Slow the U.S. AI Buildout
The planned AI buildout represents one of the largest investment cycles in recent U.S. history, but constraints in power access, equipment availability, labor supply and permitting are slowing the pace at which new data center capacity can be brought online.
July 16, 2026
Latest Research
Where Inflation Burns Hottest: A U.S. Metro View of the Latest Price Surge
U.S. inflation has accelerated but inflation readings across key metro areas still show wide differences, ranging from less than 3% y/y in metros like Dallas, Houston and Atlanta to roughly 5% in New York, Urban Hawaii, Denver, Seattle, and Philadelphia.
June 25, 2026
Trending
U.S. Housing: ROAD to Housing Act – Incremental Supply Push
After months of back-and-forth between the House and Senate, the 21st Century ROAD to Housing Act has passed both chambers by wide bipartisan margins.
June 24, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
August 07, 2026
Updated Publications
State Economic Forecast
June 22, 2026
Updated Publications
U.S. Quarterly Economic Forecast
June 18, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
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Next
Updated Publications
Weekly Bottom Line
August 07, 2026
Updated Publications
State Economic Forecast
June 22, 2026
Updated Publications
U.S. Quarterly Economic Forecast
June 18, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
View more updated publications
Latest Research
Latest Research
Is the U.S. Manufacturing Rebound Real?
August 13, 2026
Latest Research
Oil Markets Have Bought Time, Not Insurance
August 04, 2026
Latest Research
The Stationary U.S. Trade Deficit: Commodity Tailwinds, AI Headwinds, & Price Distortions
July 21, 2026
Latest Research
Bottlenecked: Supply Constraints Are Likely to Slow the U.S. AI Buildout
July 16, 2026
Previous
Next
Latest Research
Is the U.S. Manufacturing Rebound Real?
August 13, 2026
Latest Research
Oil Markets Have Bought Time, Not Insurance
August 04, 2026
Latest Research
The Stationary U.S. Trade Deficit: Commodity Tailwinds, AI Headwinds, & Price Distortions
July 21, 2026
Latest Research
Bottlenecked: Supply Constraints Are Likely to Slow the U.S. AI Buildout
July 16, 2026
View more latest research
Commentaries
Commentaries
U.S. Consumer Price Index (July 2026)
August 12, 2026
Real Estate
U.S. Existing Home Sales (July 2026)
August 11, 2026
Business Investment
U.S. NFIB Small Business Optimism Index (July 2026)
August 11, 2026
Labor
U.S. Employment (July 2026)
August 07, 2026
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Next
Commentaries
U.S. Consumer Price Index (July 2026)
August 12, 2026
Real Estate
U.S. Existing Home Sales (July 2026)
August 11, 2026
Business Investment
U.S. NFIB Small Business Optimism Index (July 2026)
August 11, 2026
Labor
U.S. Employment (July 2026)
August 07, 2026
View more commentaries
