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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.
January
- Kevin Warsh as Fed Chair – 01/30/2026
- Treasury refunding preview: Steady coupon supply – 01/30/2026
- January employment preview: Modest lift to hiring, trend still soft – 01/29/2026
- January FOMC: The window to cut is closing – 01/28/2026
- U.S. population growth slowed in 2025 – 01/28/2026
- Government shutdown watch: Shutdown odds rising – 01/26/2026
- Tariffs as statecraft: Escalation to retraction on Greenland – 01/23/2026
- FOMC preview: On hold until when? – 01/23/2026
- Tax refund season: Big and beautiful – 01/13/2026
- More pressure on the Federal Reserve emerges – 01/12/2026
- Court brief – 01/08/2026
- December CPI preview: Payback pending – 01/08/2026
December
- Our favorite charts of 2025 – 12/19/2025
- November CPI preview: Detour around the October pothole – 12/16/2025
- Time and a half: U.S. employment report preview – 12/15/2025
- FOMC: Maintaining optionality – 12/10/2025
- Flashlight for the December FOMC blackout period: A contentious cut – 12/04/2025
November
- Policy reset: How fiscal, monetary and trade frameworks shape 2026 – 11/19/2025
- Beyond the jobs report: What we learned about the labor market last month – 11/07/2025
October
- Treasury refunding preview: Steady as she goes – 10/30/2025
- FOMC: Another risk-management cut, but December looms large – 10/29/2025
- October flashlight for the FOMC blackout period – 10/24/2025
- Port authority – 10/22/2025
- 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
