Updated Publications
August 19, 2026
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
The global economy and financial markets continue to be shaped by the ongoing U.S.-Iran conflict, the AI investment boom, and shifts in U.S. tariff policy. This quarter's Q&A explores how these forces are influencing the economic outlook, from energy-market risks and AI-related financial vulnerabilities to rising bond yields and evolving expectations for monetary policy. We also explore the durability of U.S. economic outperformance, and the resilience of labor markets and household finances.
June 22, 2026
State Economic Forecast
New England entered 2026 on a softer footing. However, financial services activity, defense manufacturing, and health care are helping limit downside risks from federal research funding cuts and elevated trade uncertainty. Economic growth in the Middle Atlantic has remained firm to start 2026, supported by the region’s large whitecollar industries and significant investments tied to artificial intelligence. Economic activity in the Upper South Atlantic is set to firm as 2026 unfolds, helped by the impact of federal spending cuts falling increasingly in the rearview mirror, and continued resilience in North Carolina. Economic growth in the Lower South Atlantic has eased, with its outperformance versus the nation likely to narrow this year.










