16508: Economic Analysis Economic Commentary

What's newEmployment report August 20268 Sep 2026 Federal Reserve Governor Christopher Waller described the labor market as “satisfactory” in recent remarks.Read moreUS GDP (Q2 2026 – second estimate)26 Aug 2026Read more Consumer Price Index July 2026h3>

12 Aug 2026

Employment report July 20267 Aug 2026Read moreUS GDP (Q2 2026 — first estimate)30 Jul 2026Read moreFOMC meeting, July 28-2929 Jul 2026Read moreUS economic outlook July 202621 Jul 2026Read moreTrump 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 moreGeneral economyUS GDP (Q2 2026 — first estimate)30 Jul 2026Real GDP grew at a modest 1.5% annualized rate in Q2 2026, following a moderate 2.1% increase in Q1.Read moreUS economic outlook July 202621 Jul 2026Read moreUS GDP (Q1 2026 — final estimate)25 Jun 2026Read moreUS economic outlook June 202622 Jun 2026Read moreUS GDP (Q1 2026 — first estimate)28 May 2026Read moreInflationConsumer Price Index July 202612 Aug 2026Headline Consumer Price Index (CPI) rose 0.1% month over month (m/m) in July following June’s sharp decline, while annual headline inflation edged down to 3.4% year over year (y/y) from 3.5%.Read moreConsumer Price Index May 202610 Jun 2026Read moreConsumer Price Index April 202612 May 2026Read moreConsumer Price Index March 202610 Apr 2026Read moreConsumer Price Index February 202611 Mar 2026Read moreMonetary policyFOMC meeting, July 28-298 Oct 2025The Federal Reserve kept the federal funds rate unchanged at a target range of 3.50%–3.75%, despite markets pricing a 35% chance of a hike.Read moreFOMC meeting, June 16-1717 Jun 2026Read moreFOMC Meeting, April 28–2929 April 2026Read moreFOMC meeting, January 27-2818 Feb 2026Read moreFOMC meeting, December 9-1010 Dec 2025Read moreLaborEmployment report August 20268 Sep 2026 Federal Reserve Governor Christopher Waller described the labor market as “satisfactory” in recent remarks.Read moreEmployment report July 20267 Aug 2026Read moreEmployment report July 20267 Aug 2026Read moreEmployment report June 20266 Jul 2026Read moreEmployment report April 20268 May 2026Read moreEmployment report March 20263 April 2026Read moreEmployment report February 20266 Mar 2026Read more