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Updated Publications
State Economic Forecast
New England enters 2026 on a weak footing, but financial services activity, defense manufacturing, and healthcare have helped limit downside risks from federal research funding cuts and elevated trade uncertainty. Economic growth has remained robust coming into 2026, as the Middle Atlantic's large white-collar industries benefited from lower interest rates and significant investments in artificial intelligence. Economic activity in the Upper South Atlantic slowed to an estimated 1.8% last year.
March 19, 2026
Trending
U.S. FOMC Meeting (March 2026)
The Federal Open Market Committee (FOMC) held the policy rate steady at the target range of 3.5%-3.75% for a second consecutive meeting.
March 18, 2026
Updated Publications
U.S. Quarterly Economic Forecast
The Middle East conflict has not just lifted oil prices, but forecast uncertainty is even snaking its way into other areas like food security for some nations. The economic fallout hinges on duration. Our baseline outlook assumes a short-lived conflict, implying a temporary impact on inflation and growth; a prolonged escalation would materially worsen the global outlook.
March 17, 2026
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
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
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Updated Publications
Updated Publications
Weekly Bottom Line
March 27, 2026
Updated Publications
State Economic Forecast
March 19, 2026
Updated Publications
U.S. Quarterly Economic Forecast
March 17, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
February 12, 2026
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Updated Publications
Weekly Bottom Line
March 27, 2026
Updated Publications
State Economic Forecast
March 19, 2026
Updated Publications
U.S. Quarterly Economic Forecast
March 17, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
February 12, 2026
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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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
Trending
U.S. FOMC Meeting (March 2026)
March 18, 2026
Consumer
U.S. Personal Income & Spending (January 2026)
March 13, 2026
Real Estate
U.S. Housing Starts and Permits (January 2026)
March 12, 2026
Commentaries
U.S. Consumer Price Index (February 2026)
March 11, 2026
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Trending
U.S. FOMC Meeting (March 2026)
March 18, 2026
Consumer
U.S. Personal Income & Spending (January 2026)
March 13, 2026
Real Estate
U.S. Housing Starts and Permits (January 2026)
March 12, 2026
Commentaries
U.S. Consumer Price Index (February 2026)
March 11, 2026
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