Special Reports

Panic or panacea? The economic impact of artificial intelligence

In a four-report series, we discuss the potential economic effects of artificial intelligence.

View full AI series

Globalization in retreat: Implications for the U.S. economy

In a five-report series, we discuss how the U.S. economy would be affected if globalization, which has been underway for a few decades, goes into reverse.

View full globalization series

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

December

• BNPL: The phantom debt — 12/04/2023
• December flashlight for the FOMC blackout period — 12/04/2023

November

• Credit check: is it time to worry about credit card debt? – 11/27/2023
• The office market remains off-kilter – 11/21/2023
• Middle East travel takeaways – 11/20/2023
• FOMC appears to be in “hawkish hold” mode — 11/01/2023
• Who’s driving the rebound in labor supply? — 11/01/2023
• Beyond the call of duty: Lagging military family income — 11/01/2023

October

• The economics of the 2023 world series – 10/27/2023
• Rising borrowing costs stand to tip the housing sector back into recession – 10/26/2023
• November flashlight for the FOMC blackout period – 10/23/2023
• 2023 holiday sales outlook — 10/20/2023
• The fed’s balance sheet: How much further can QT run? – 10/16/2023
• The spirits are spooked – 10/12/2023
• Time to rethink excess savings – 10/05/2023
• Exploring the widening gap between GDP & GDI – 10/03/2023
• Multifamily market staying afloat despite mounting supply headwind – 10/03/2023
• Don’t make a mountain out of loan bill – 10/02/2023

September

• At stake in the strikes – 09/28/2023
• Government shutdown: deadline déjà vu – 09/21/2023
• Message from FOMC meeting: higher for longer – 09/20/2023
• The federal budget deficit is widening. Why, and does it matter? – 09/18/2023
• Bridging the gap: The economic progress of Hispanic Americans – 09/15/2023
• September flashlight for the FOMC blackout period – 09/11/2023

August

• The economics of college football 2023 – 08/31/2023