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Economy, Strategy & Finance: Publications

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Fed Doves Get Nice Holiday Gift as CPI Inflation Drops

December 18, 2025
FOMC Decision: Do Three Dissents Mean a January Pause?

December 10, 2025
Fed December Decision: Not So Clear Cut

December 09, 2025
September Inflation Pause Bodes Well for Fed Cut

December 05, 2025
Rising Unemployment to Dwarf Solid Payrolls in December FOMC Decision

November 20, 2025
Fed Signals It May Need to Pause

October 29, 2025
Fed Cut Amid Data Fog: What You Need to Know

October 28, 2025
CPI Details Give Green Light to Further Fed Rate Cuts

October 24, 2025
Rising Labor Market Risks Unite the Fed to Deliver 25bps Cut

September 17, 2025
Fed to Cut 25bps to Preserve Delicate Economic Balance

September 16, 2025
Hawkish Powell Looks Beyond September, Despite Two Dissents

July 30, 2025
Fed to Remain Patient amid Rising Stagflationary Risks

May 07, 2025
Fed Keeps Cutting Bias amid “Transitory” Tariff Inflation

March 19, 2025
Replacing EB-5 Visas with “Gold Cards”: Impact on CRE Market

March 07, 2025
Impact of Tariffs on Three Largest US Trading Partners

March 04, 2025
Fed On Pause until Policy Fog Clears

January 29, 2025
US Government Shutdown 2024: Economic Implications

December 20, 2024
Hawkish Fed Cut; See You in March, Maybe?

December 18, 2024
Core Inflation Uptick Continues to Suggest 25bp Cut

October 10, 2024
Developed Market Central Bank Watch - October 2024

October 03, 2024
Fed Quandary: Core Inflation, Incomes and Spending Rising

September 27, 2024
September Rate Cut: Where is the Labor Market?

September 20, 2024
Threading the Needle: Fed Offers Something for Everyone

September 18, 2024
CPI Inflation Slows Supporting September Fed Cut

September 11, 2024
Developed Market Central Bank Watch - September 2024

September 04, 2024
July spending and inflation data consistent with rate cuts

August 30, 2024
CPI Supports September Fed Cut Narrative

August 14, 2024
Developed Market Central Bank Watch - August 2024

August 02, 2024
Fed Still Looking for Confidence to Cut

July 31, 2024
June CPI data support Fed rate cuts later this year

July 11, 2024
Developed Market Central Bank Watch - July 2024

July 08, 2024
Spending and Inflation Cools According to Fed’s Plan

June 28, 2024
Retail Sales Confirm Continued Consumer Spending Pullback

June 18, 2024
Fed reduces 2024 rate cut expectations

June 12, 2024
Energy prices cool May CPI, but shelter remains problematic

June 12, 2024
Developed Market Central Bank Watch - June 2024

June 10, 2024
April Inflation Moderated as Real Incomes & Spending Dropped

May 31, 2024
April inflation cools following a hot Q1

May 15, 2024
Developed Market Central Bank Watch - March 2024

April 04, 2024
February spending rises while inflation cools

March 29, 2024
Feb retail sales saw tepid growth following a weak January

March 14, 2024
Feb CPI shows stubborn inflationary pressures

March 12, 2024
Q4 2022 GDP growth slowdown will likely precede recession

January 26, 2023
Headline CPI eased in December while Core CPI rose

January 12, 2023
US Labor Market is Still Strong with Few Signs of Cooling

January 06, 2023
Inflation eased again in November

December 13, 2022
October inflation saw some relief, but remains high

November 10, 2022
Fed says smaller hikes, but no pause on the horizon

November 02, 2022
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