16508: Economic Analysis Economic Commentary

Trump administrationWhat the Supreme Court ruling against IEEPA tariffs means in practice23 Feb 2026In a 6–3 decision authored by Chief Justice John Roberts, the Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) does not grant the president authority to impose tariffs.Read moreTrade Compass — November11 Nov 2025Read moreRecord shutdown leaves mark on the economy07 Nov 2025Read moreUS Immigration Compass — October06 Oct 2025Read moreUS government shutdown hits US economy1 Oct 2025Read morePrivate Sector compass — August13 Aug 2025Read moreTrade compass — August7 Aug 2025Read moreUS fiscal compass — July28 July 2025Read moreImmigration Compass — July9 July 2025Read moreUS fiscal compass — May8 May 2025Read moreUS Private Sector Pulse5 May 2025Read moreTrade Compass — April11 Apr 2025Read moreTariff troubles: Could protectionism revive stagflation?4 Apr 2025Read moreImmigration compass — March25 Mar 2025Read moreTrade compass — March26 Feb 2025Read moreMacro Tariff Playbook: steel and aluminum tariffs12 Feb 2025Read moreTariffs explained: your macro questions answered11 Feb 2025Read moreWhat's newEmployment report June 20266 Jul 2026The June jobs report came as a surprise only to those betting on a labor market reaccelerationRead moreUS GDP (Q1 2026 — final estimate)25 June 2026Read moreUS economic outlook June 202622 Jun 2026Read moreFOMC meeting, June 16-1717 Jun 2026Read moreConsumer Price Index May 202610 June 2026Read moreGeneral economyUS GDP (Q1 2026 — final estimate)25 June 2026Real GDP growth was revised 0.5 percentage points (ppt) higher to 2.1% annualized in Q1 2026, following a lackluster 0.5% increase in Q4 2025.Read moreUS economic outlook June 202622 June 2026Read moreUS GDP (Q1 2026 — first estimate)28 May 2026Read moreUS GDP (Q4 2025 — final estimate)09 Apr 2026Read moreUS GDP (Q4 2025 — first estimate)20 Feb 2026Read moreInflationConsumer Price Index May 202610 Jun 2026Consumer Price Index (CPI) rose a solid 0.6% month over month (m/m) in May, slightly above expectations, following strong 0.9% and 0.6% advances in the two prior months.Read moreConsumer Price Index April 202612 May 2026Read moreConsumer Price Index March 202610 Apr 2026Read moreConsumer Price Index February 202611 Mar 2026Read moreConsumer Price Index January 202613 Feb 2026Read moreMonetary policyFOMC meeting, June 16-1717 Jun 2026 The June Federal Open Market Committee (FOMC) meeting marked Kevin Warsh's debut as Fed Chair. Read moreFOMC Meeting, April 28–2929 April 2026Read moreFOMC meeting, January 27-2818 Feb 2026Read moreFOMC meeting, December 9-1010 Dec 2025Read moreFOMC meeting, September 16-178 Oct 2025Read moreLaborEmployment report June 20266 July 2026 The June jobs report came as a surprise only to those betting on a labor market reacceleration.Read moreEmployment report April 20268 May 2026Read moreEmployment report March 20263 April 2026Read moreEmployment report February 20266 Mar 2026Read moreEmployment report January 202611 Feb 2026Read more