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Latest Research
2026 U.S. Business Investment Outlook: Larger than AI
Despite big shifts in trade policy, U.S. business investment was remarkably strong in 2025 – expanding by nearly 6% on a Q4/Q4 basis. However, nearly three-quarters of that growth was driven by investments in AI, while most other areas of investment were weak. Sizeable 2026 capex commitments by the hyperscalers suggest AI will remain a meaningful driver of investment growth.
March 12, 2026
Trending
U.S. Consumer Price Index (February 2026)
The Consumer Price Index (CPI) rose 0.3% month-on-month (m/m) in February, meeting the Bloomberg consensus forecast. On a twelve-month basis, CPI was unchanged at 2.4%.
March 11, 2026
Trending
Global Financial Conditions Tighten in Face of Middle East Conflict
Financial markets have whipsawed as hope emerged for the fighting between the U.S., Israel and Iran to cease. Financial conditions had tightened since the start of U.S. and Israeli airstrikes on Iran on February 28th. The prospect of the conflict continuing to simmer, or reigniting again, risks a steeper tightening in financial conditions that, together with a large energy supply shock, could result in weaker economic growth and rising inflation – often referred to as stagflation.
March 10, 2026
Latest Research
East Coast Population Growth Slows, List of States Facing Stagnation or Decline to Expand This Year
Population growth across the East Coast slowed to 0.6% in 2025 from 1.1% in 2024, driven by a halving in net international migration and a cooling in domestic inflows to the eastern “Sun Belt.”
March 02, 2026
Latest Research
2026: Everything, Everywhere, All At Once... The Sequel!
I thought President Trump threw us curve balls last year, but the start of 2026 came completely out of left field. This presentation will cut thru the noise and review what’s new and not in the U.S. outlook. The main takeaway is that the U.S. economy has been unflappable, with the forecast materially revised up.
February 26, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
March 13, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
February 12, 2026
Updated Publications
State Economic Forecast
December 17, 2025
Updated Publications
U.S. Quarterly Economic Forecast
December 11, 2025
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Updated Publications
Weekly Bottom Line
March 13, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
February 12, 2026
Updated Publications
State Economic Forecast
December 17, 2025
Updated Publications
U.S. Quarterly Economic Forecast
December 11, 2025
View more updated publications
Latest Research
Latest Research
2026 U.S. Business Investment Outlook: Larger than AI
March 12, 2026
Latest Research
East Coast Population Growth Slows, List of States Facing Stagnation or Decline to Expand This Year
March 02, 2026
Latest Research
2026: Everything, Everywhere, All At Once... The Sequel!
February 26, 2026
Latest Research
Assessing the Impact of U.S. Housing Affordability Proposals
February 09, 2026
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Next
Latest Research
2026 U.S. Business Investment Outlook: Larger than AI
March 12, 2026
Latest Research
East Coast Population Growth Slows, List of States Facing Stagnation or Decline to Expand This Year
March 02, 2026
Latest Research
2026: Everything, Everywhere, All At Once... The Sequel!
February 26, 2026
Latest Research
Assessing the Impact of U.S. Housing Affordability Proposals
February 09, 2026
View more latest research
Commentaries
Consumer
U.S. Personal Income & Spending (January 2026)
March 13, 2026
Real Estate
U.S. Housing Starts and Permits (January 2026)
March 12, 2026
Trending
U.S. Consumer Price Index (February 2026)
March 11, 2026
Trending
Global Financial Conditions Tighten in Face of Middle East Conflict
March 10, 2026
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Consumer
U.S. Personal Income & Spending (January 2026)
March 13, 2026
Real Estate
U.S. Housing Starts and Permits (January 2026)
March 12, 2026
Trending
U.S. Consumer Price Index (February 2026)
March 11, 2026
Trending
Global Financial Conditions Tighten in Face of Middle East Conflict
March 10, 2026
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