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High Fences, Low Growth: Simulating the Latest Tariff Effects
The upshot of President Trump's tariff announcements is an escalation that redefines America's role in global trade. Access our report to read more on the estimated weaker growth, higher inflation and increased unemployment.
Read our special reports on current events affecting the financial markets, such as Federal Reserve meetings, and government policies.
October
- Will lower rates revive the housing market? – 10/16/2025
- 2025 holiday sales outlook – 10/16/2025
- September CPI preview: Better late than never – 10/15/2025
- The government shutdown drags on – 10/14/2025
- Give this consumer some credit – 10/07/2025
- No payrolls, but still plenty to stew over in the jobs market – 10/03/2025
September
- Government shutdown watch – 09/22/2025
- September FOMC: A "risk management" cut – 09/17/2025
- Flashlight for the September FOMC blackout: Cuts to begin again – 09/11/2025
- August CPI preview: Firmer trend to stick around – 09/05/2025
- Re-point of origin: The 2025 preliminary benchmark to payrolls – 09/02/2025
August
- A bolder blend: The forces behind stronger productivity growth – 08/19/2025
- ChartGPT: U.S. high-tech investment in 8 charts – 08/18/2025
- Soft-landing, or no soft-landing, that is the question: Q2 update – 08/18/2025
- The Jackson 5 – 08/13/2025
- Sector rotation: Semiconductor & pharmaceutical tariffs – 08/08/2025
- July CPI preview: Summer sizzle – 08/06/2025
- Unpacking the new tariffs & updating the tracker – 08/01/2025
July
- July FOMC: Optionality maintained – 07/30/2025
- Spirits stirring: ASI shows signs of life – 07/29/2025
- July flashlight for the FOMC blackout period – 07/22/2025
- Treasury refunding preview: T-bill t-storm – 07/22/2025
- California’s economy is getting back on track – 07/21/2025
- Housing supply is on the rise – 07/21/2025
- Few signs of foreign exporters absorbing U.S. tariff hikes – 07/17/2025
- Hiding in plain sight – 07/15/2025
