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Economy, Strategy & Finance: Publications

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Article

From Powell to Warsh: What a New Fed Chair Means for Policy and Firms

May 28, 2026

Brief

FOMC Decision: Three Hawkish Dissents Signal Fed Moving Closer to Neutral Stance

April 29, 2026

Brief

April FOMC Preview: Powell’s Swan Song

April 27, 2026

Brief

Fed Meeting Reaction—Remaining on the Sidelines

March 18, 2026

Brief

March Fed Decision: Between a Rock and a Hard Place

March 12, 2026

Additional Resource

Federal Budget Tracker

February 16, 2026

Brief

Fed January Decision: Pause or Full Stop?

January 27, 2026

Report

How Are Consumers Paying for Health Care?

January 13, 2026

Brief

Robust Q3 GDP: Finding a Signal in the Noise

December 23, 2025

Brief

Fed Doves Get Nice Holiday Gift as CPI Inflation Drops

December 18, 2025

Brief

FOMC Decision: Do Three Dissents Mean a January Pause?

December 10, 2025

Quick Take

Supply Chain Strategies for Tariffs: Foreign Trade Zones, Bonded Warehouses

December 09, 2025

Brief

Fed December Decision: Not So Clear Cut

December 09, 2025

Brief

September Inflation Pause Bodes Well for Fed Cut

December 05, 2025

Brief

Rising Unemployment to Dwarf Solid Payrolls in December FOMC Decision

November 20, 2025

Brief

Fed Signals It May Need to Pause

October 29, 2025

Brief

Fed Cut Amid Data Fog: What You Need to Know

October 28, 2025

Brief

CPI Details Give Green Light to Further Fed Rate Cuts

October 24, 2025

Article

5 Things Businesses Should Do Now as the Shutdown Continues

October 14, 2025

Brief

Rising Labor Market Risks Unite the Fed to Deliver 25bps Cut

September 17, 2025

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Fed to Cut 25bps to Preserve Delicate Economic Balance

September 16, 2025

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How to Use the Global Gray Swans Tool

September 09, 2025

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Global Gray Swans Tool

August 07, 2025

Brief

Hawkish Powell Looks Beyond September, Despite Two Dissents

July 30, 2025

Article

Kicked Out of the AAA Club

May 22, 2025

Brief

Fed to Remain Patient amid Rising Stagflationary Risks

May 07, 2025

Essay

The Cost of Soaring Uncertainty: What Uncertainty Means for the US Outlook

April 22, 2025

Report

Select Highlights: US Tariff Announcements and Implications

April 04, 2025

Brief

Fed Keeps Cutting Bias amid “Transitory” Tariff Inflation

March 19, 2025

Brief

Replacing EB-5 Visas with “Gold Cards”: Impact on CRE Market

March 07, 2025

Brief

Impact of Tariffs on Three Largest US Trading Partners

March 04, 2025

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Fed On Pause until Policy Fog Clears

January 29, 2025

Article

Sustainable Finance Is Growing Up

January 23, 2025

Report

2025 US Debt Ceiling Showdown: The Road to a Deal - Four Scenarios

January 09, 2025

Report

Default Is Not an Option

January 09, 2025

Report

The Cost of Congressional Indecision: Stress, Disruption, and Inflation

January 09, 2025

Report

The Price of a Deal

January 09, 2025

Brief

US Government Shutdown 2024: Economic Implications

December 20, 2024

Brief

Hawkish Fed Cut; See You in March, Maybe?

December 18, 2024

Brief

Core Inflation Uptick Continues to Suggest 25bp Cut

October 10, 2024

Brief

Developed Market Central Bank Watch - October 2024

October 03, 2024

Brief

Fed Quandary: Core Inflation, Incomes and Spending Rising

September 27, 2024

Brief

September Rate Cut: Where is the Labor Market?

September 20, 2024

Brief

Threading the Needle: Fed Offers Something for Everyone

September 18, 2024

Brief

CPI Inflation Slows Supporting September Fed Cut

September 11, 2024

Brief

Developed Market Central Bank Watch - September 2024

September 04, 2024

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July spending and inflation data consistent with rate cuts

August 30, 2024

Article

Economy Watch: Emerging Markets View (August 2024)

August 19, 2024
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