Special Reports

Read our special reports on current events affecting the financial markets, such as Federal Reserve meetings, and government policies.

May

• Shining a light on the rising economic potential of AAPI small business – 05/05/2022
• FOMC steps up the pace of monetary tightening – 05/04/2022

April

• High wage growth probability increases further – 04/29/2022
• Pop(ulation) quiz: what if the labor force participation recovery underwhelms? – 04/28/2022
• Heads up: negative print for Q1 GDP growth? – 04/27/2022
• May flashlight for the FOMC blackout period – 04/25/2022
• Will mortgage rates rocket even higher in coming months? – 04/20/2022
• Diversity & Inclusion: A tale of two economies part II – 4/18/2022
• Factors to consider for a net zero carbon economy – 04/13/2022
• Everything is bigger in taxes: tax refunds & consumer spending – 04/08/2022
• The Animal Spirits Index signals caution – 04/08/2022
• Diversity & Inclusion: A tale of two economies part I – 04/05/2022

March

• The great escape – 03/25/2022
• Who will buy all the treasury securities? – 03/23/2022
• Even at a record high, gas costs less than it used to – 03/23/2022
• Which states have capacity to ramp up oil production? – 03/17/2022
• FOMC signals significant tightening ahead – 03/16/2022
• It’s only phenomenal when it’s nominal, a look at real retail sales – 03/16/2022
• March flashlight for the FOMC blackout period – 03/09/2022
• What higher interest rates and inflation mean for commercial real estate – 03/07/2022
• Food for thought – 03/03/2022
• Who cares? – 03/01/2022

February

• Who has economic and financial exposure to Russia? - 02/28/2022
• Inflation: A slower climb down – 02/25/2022
• Some economic implications of the war between Russia and Ukraine - 02/24/2022
• Digital revolution compendium – 02/22/2022