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Trending
U.S. Supreme Court Rules Against Broad-Based Country Specific Tariffs Under IEEPA
On February 20th, 2026, the U.S. Supreme Court announced that it would be upholding the lower courts rulings, which found the administration's use of tariffs under the International Emergency Economic Powers Act (IEEPA) to be unlawful.
February 20, 2026
Trending
U.S. Consumer Price Index (January 2026)
The Consumer Price Index (CPI) rose 0.2% month-on-month (m/m) in January, one-tenth below the consensus forecast in Bloomberg. On a twelve-month basis, CPI was up 2.4% (down from 2.7% the month prior).
February 13, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
The start of 2026 sparked plenty of economic shifts for our Q&A. From swings in the U.S. Dollar to President Trump's new nominee for Fed Chair, to various housing policy shifts under consideration on the U.S. side. Amidst it all, an economy once again displaying surprising strength.
February 12, 2026
Latest Research
Assessing the Impact of U.S. Housing Affordability Proposals
The U.S. administration is considering several policies to help improve housing affordability, with the focus leaning toward demand-side measures. Options being considered include 50-year mortgages, restricting support for large investors buying single-family homes, penalty-free withdrawals from retirement funds for home down payments, and boosting MBS purchases to lower financing costs.
February 09, 2026
Latest Research
U.S. Consumer Spending: Still a K, but That’s OK
The economic divide between America’s households at the top of the income spectrum and everyone else continued to widen last year. Upper-income households benefited from the still-robust wage growth, strong gains in equity markets, and better access to consumer credit. Despite these diverging fortunes, elevated economic uncertainty and a slowing labor market, overall consumer spending has remained surprisingly resilient.
February 05, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
February 20, 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
February 20, 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
Assessing the Impact of U.S. Housing Affordability Proposals
February 09, 2026
Latest Research
U.S. Consumer Spending: Still a K, but That’s OK
February 05, 2026
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
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Latest Research
Assessing the Impact of U.S. Housing Affordability Proposals
February 09, 2026
Latest Research
U.S. Consumer Spending: Still a K, but That’s OK
February 05, 2026
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
View more latest research
Commentaries
Commentaries
Real GDP (Q4-2025, initial estimate)
February 20, 2026
Consumer
U.S. Personal Income & Spending (December 2025)
February 20, 2026
Trending
U.S. Supreme Court Rules Against Broad-Based Country Specific Tariffs Under IEEPA
February 20, 2026
Commentaries
U.S. FOMC Meeting Minutes (January 27-28, 2026)
February 18, 2026
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Commentaries
Real GDP (Q4-2025, initial estimate)
February 20, 2026
Consumer
U.S. Personal Income & Spending (December 2025)
February 20, 2026
Trending
U.S. Supreme Court Rules Against Broad-Based Country Specific Tariffs Under IEEPA
February 20, 2026
Commentaries
U.S. FOMC Meeting Minutes (January 27-28, 2026)
February 18, 2026
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