Special Reports

High Fences, Low Growth: Simulating the Latest Tariff Effects

The upshot of President Trump's recent tariff announcement is an escalation that redefines America's role in global trade. Access our recent report to read more on the estimated weaker growth, higher inflation and increased unemployment. report

View the report

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

July

• Hiding in plain sight – 07/15/2025
• Keeping tabs: Tariff tracker update – 07/08/2025
• June CPI preview: Key summer stretch begins – 07/08/2025
• The fiscal handbook: The one big beautiful bill endgame – 07/01/2025
• Waiting for the other shoe to drop – 07/01/2025

June

• A better measure – 06/24/2025
• Can the U.S. grow its way out of the national debt problem? – 06/24/2025
• Elevated uncertainty keeps FOMC on hold again – 06/18/2025
• Housing struggles continue amid shift in underlying dynamics  – 06/16/2025
• June flashlight for the FOMC blackout period  – 06/12/2025
• The shifting immigration landscape: Implications for the labor market  – 06/12/2025
• The world cleaving into trade blocs: Economic effects of deglobalization  – 06/10/2025
• May CPI preview: Test of tariffs  – 06/06/2025

• Don’t get taken by supplies  – 05/30/2025
• How are new economic policies impacting the CRE market?  – 05/27/2025
• Will tariffs spur a resurgence of U.S. manufacturing jobs?  – 05/21/2025
• The fiscal handbook: A reconciliation bill is born  – 05/20/2025
• Alarm over student loans? Don’t hit snooze or panic  – 05/16/2025
• Soft-landing, or no soft-landing, that is the question: Q1 update – 05/09/2025
• FOMC’s holding pattern continues – 05/07/2025
• April CPI preview: The trend is your friend  – 05/06/2025

• May flashlight for the FOMC blackout period  – 04/29/2025
• Treasury refunding preview  – 04/22/2025
• Return to the red: ASI turns negative in Q1  – 04/15/2025
• The fiscal handbook: Reconciliation bill endgame  – 04/11/2025