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Updated Publications
U.S. Quarterly Economic Forecast
The Iran-U.S. peace deal has sent oil prices down, but not to pre-war levels. Four months of supply backlogs will take time to normalize, and the impact of higher prices will still be felt in the global economy. Global growth has shifted into a lower gear, compounded by prospects for renewed central bank tightening. The U.S. economy is set for another solid year of growth, leaving inflation too high for the Fed’s comfort. Patience is expected to be the Fed’s gameplan this year, with rate cuts of
June 18, 2026
Trending
U.S. FOMC Meeting (June 16-17, 2026)
The Federal Open Market Committee (FOMC) held the policy rate steady at the target range of 3.5%-3.75% for a fourth consecutive meeting. The move was fully expected by market participants.
June 17, 2026
Trending
U.S.–Iran Deal Signals De-escalation, But Implementation Risks Loom
The U.S. and Iran have reached a framework peace deal to end hostilities, reopen the Strait of Hormuz, and initiate 60 days of nuclear negotiations. A formal signing is expected later this week.
June 15, 2026
Trending
WATCH: Derek Burleton discusses the Return of the Oil Shock (June 2026 Client Presentation)
In the June 2026 client presentation on the Return of the Oil Shock, Derek Burleton discusses how renewed geopolitical tensions and supply disruptions have driven a sharp shift in global energy markets.
June 12, 2026
Trending
U.S. Consumer Price Index (May 2026)
The Consumer Price Index (CPI) rose by 0.5% month-on-month (m/m) in May, meeting the Bloomberg consensus forecast. On a twelve-month basis, CPI jumped 4.2% – the fastest rate of growth in three-years.
June 10, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
June 19, 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
Updated Publications
Commodities Quick-Take
May 12, 2026
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Updated Publications
Weekly Bottom Line
June 19, 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
Updated Publications
Commodities Quick-Take
May 12, 2026
View more updated publications
Latest Research
Latest Research
U.S. Consumer: Resilient Amid Ongoing Energy Shock
June 04, 2026
Latest Research
Private Credit: Risks and Realities
June 03, 2026
Latest Research
A Somber Equilibrium: Why a Slower U.S. Labor Market Isn’t Forcing the Fed’s Hand
June 02, 2026
Latest Research
U.S. Tariffs in Transition: An Uncertain Evolution
June 01, 2026
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Next
Latest Research
U.S. Consumer: Resilient Amid Ongoing Energy Shock
June 04, 2026
Latest Research
Private Credit: Risks and Realities
June 03, 2026
Latest Research
A Somber Equilibrium: Why a Slower U.S. Labor Market Isn’t Forcing the Fed’s Hand
June 02, 2026
Latest Research
U.S. Tariffs in Transition: An Uncertain Evolution
June 01, 2026
View more latest research
Commentaries
Trending
U.S. FOMC Meeting (June 16-17, 2026)
June 17, 2026
Consumer
U.S. Retail Sales (May 2026)
June 17, 2026
Real Estate
U.S. Housing Starts and Permits (May 2026)
June 16, 2026
Trending
U.S.–Iran Deal Signals De-escalation, But Implementation Risks Loom
June 15, 2026
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Trending
U.S. FOMC Meeting (June 16-17, 2026)
June 17, 2026
Consumer
U.S. Retail Sales (May 2026)
June 17, 2026
Real Estate
U.S. Housing Starts and Permits (May 2026)
June 16, 2026
Trending
U.S.–Iran Deal Signals De-escalation, But Implementation Risks Loom
June 15, 2026
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