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Updated Publications
Commodities Quick-Take
Idiosyncratic factors are driving divergences in energy commodities. Oversupplied crude oil markets are weighing on the price outlook, while robust LNG demand has been bidding up natural gas. Base metals prices have been pressured higher following sharp tariff-induced selloffs earlier this year. Still-sluggish global demand will likely be offset by ongoing supply concerns, keeping metals prices on the firm side in 2026.
November 27, 2025
Latest Research
Decoding the U.S. Labor Market: A Q&A on What’s Really Happening
Multiple influences have shaped the U.S. job labor market this year. The following Q&A summarizes major changes and addresses key questions.
November 26, 2025
Trending
U.S. Federal Reserve Beige Book (November 2025)
Today's Beige Book sheds some light on how the U.S. economy fared during the government shutdown and the early days of reopening, with information collected on or before November 17. Overall, economic activity was little changed since the previous report. Looking across the twelve Fed Districts, two Districts noted a modest decline (down from four in October) and one reported modest growth (down from three in October), while the remaining nine saw no change (up from five in October).
November 26, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
It's hard to write anything these days without addressing the impact of tariffs, but this quarter bubbled up many other issues for our Q&A. The effects of the U.S. government shutdown, signals from the labor market and the Fed's next interest rate move are also examined.
November 25, 2025
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
The threat of China curtailing exports of rare earth minerals has been on the radar of policymakers in D.C. for the better part of a decade, but China’s monopoly over the industry limited the pool of viable alternatives. Now in 2025, as trade relations between the world’s two largest economies have deteriorated, China has opted to apply strategic pressure to a vital nerve in global supply chains.
November 19, 2025
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Updated Publications
Updated Publications
Weekly Bottom Line
November 28, 2025
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
State Economic Forecast
September 23, 2025
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Updated Publications
Weekly Bottom Line
November 28, 2025
Updated Publications
Commodities Quick-Take
November 27, 2025
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
November 25, 2025
Updated Publications
State Economic Forecast
September 23, 2025
View more updated publications
Latest Research
Latest Research
Decoding the U.S. Labor Market: A Q&A on What’s Really Happening
November 26, 2025
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
November 19, 2025
Latest Research
Global Trade Disrupted: Early Impacts of U.S. Tariffs
November 05, 2025
Latest Research
Easing Rates, Limited Relief: U.S. Housing’s Gradual Recovery
October 30, 2025
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Next
Latest Research
Decoding the U.S. Labor Market: A Q&A on What’s Really Happening
November 26, 2025
Latest Research
Fractured Supply Chains & U.S. Contingency Planning: Rare Earth Minerals
November 19, 2025
Latest Research
Global Trade Disrupted: Early Impacts of U.S. Tariffs
November 05, 2025
Latest Research
Easing Rates, Limited Relief: U.S. Housing’s Gradual Recovery
October 30, 2025
View more latest research
Commentaries
Commodities & Industry
U.S. ISM Manufacturing Index (November 2025)
December 01, 2025
Trending
U.S. Federal Reserve Beige Book (November 2025)
November 26, 2025
Consumer
U.S. Retail Sales (September 2025)
November 25, 2025
Labor
U.S. Employment (September 2025)
November 20, 2025
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Next
Commodities & Industry
U.S. ISM Manufacturing Index (November 2025)
December 01, 2025
Trending
U.S. Federal Reserve Beige Book (November 2025)
November 26, 2025
Consumer
U.S. Retail Sales (September 2025)
November 25, 2025
Labor
U.S. Employment (September 2025)
November 20, 2025
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