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Trending
Nomination of Federal Reserve Chair
President Trump announced earlier this morning that he is nominating Kevin Warsh to be the next Chair of the Federal Reserve. If confirmed by the Senate, Warsh will step into the role in May, following the end of Chair Powell's term.
January 30, 2026
Trending
The U.S. Dollar's Tumble (January 29, 2026)
The U.S. dollar (USD) has depreciated meaningfully (~2.6% against major currency crosses) since January 16th as uncertainty about U.S. economic and trade policy has increased. That being said, the slide has abated in recent days after Treasury Secretary Bessent reaffirmed the country's "strong dollar" policy.
January 29, 2026
Latest Research
U.S. Equity Market Exuberance & the Real Economy
Blockbuster U.S. equity market returns over the past three years have been primarily fostered by a boom in the development of artificial intelligence and its associated infrastructure. Expectations for these trends to boost future earnings have led to strong multiple expansion among a handful of information technology and semiconductor firms.
January 28, 2026
Trending
U.S. FOMC Meeting (January 27-28, 2026)
The Federal Open Market Committee (FOMC) held the policy rate fixed at the target range of 3.5%-3.75%. The move comes after three consecutive quarter-point "risk management" cuts at the past three meetings.
January 28, 2026
Latest Research
The U.S. Dollar in 2025: Down, but not out
The U.S. dollar is coming off a difficult year, but concerns that global investors are fleeing it in droves are overblown. The depreciation over the past year still leaves the dollar close to 2024 levels on a trade-weighted basis and in line with its long-term average against many major currencies. Looking ahead to 2026, we see additional downside to the greenback of around 3%.
January 21, 2026
Trending
U.S. Federal Reserve Beige Book (January 2026)
The anecdotal evidence from today's Beige Book report points to a rebound in economic activity at the end of last year as the government reopened. Recent economic data also suggests that the impact of the lengthy government shutdown was smaller than feared.
January 14, 2026
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Weekly Bottom Line
January 30, 2026
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State Economic Forecast
December 17, 2025
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U.S. Quarterly Economic Forecast
December 11, 2025
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Commodities Quick-Take
November 27, 2025
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Updated Publications
Weekly Bottom Line
January 30, 2026
Updated Publications
State Economic Forecast
December 17, 2025
Updated Publications
U.S. Quarterly Economic Forecast
December 11, 2025
Updated Publications
Commodities Quick-Take
November 27, 2025
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Latest Research
Latest Research
U.S. Equity Market Exuberance & the Real Economy
January 28, 2026
Latest Research
The U.S. Dollar in 2025: Down, but not out
January 21, 2026
Latest Research
U.S. East Coast Office CRE Recovery: Running at Different Speeds
December 08, 2025
Latest Research
Assessing the Feasibility of President Trump’s Tariff Dividend Checks
December 05, 2025
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Latest Research
U.S. Equity Market Exuberance & the Real Economy
January 28, 2026
Latest Research
The U.S. Dollar in 2025: Down, but not out
January 21, 2026
Latest Research
U.S. East Coast Office CRE Recovery: Running at Different Speeds
December 08, 2025
Latest Research
Assessing the Feasibility of President Trump’s Tariff Dividend Checks
December 05, 2025
View more latest research
Commentaries
Trending
Nomination of Federal Reserve Chair
January 30, 2026
Trending
The U.S. Dollar's Tumble (January 29, 2026)
January 29, 2026
Trending
U.S. FOMC Meeting (January 27-28, 2026)
January 28, 2026
Consumer
U.S. Personal Income & Spending (October & November 2025)
January 22, 2026
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Trending
Nomination of Federal Reserve Chair
January 30, 2026
Trending
The U.S. Dollar's Tumble (January 29, 2026)
January 29, 2026
Trending
U.S. FOMC Meeting (January 27-28, 2026)
January 28, 2026
Consumer
U.S. Personal Income & Spending (October & November 2025)
January 22, 2026
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