Special Reports

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 series

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

March

• The smoke signal is still burning: Is recession coming? – 03/21/2023
• March flashlight for the FOMC blackout period – 03/17/2023
• The Fed faces an even more difficult task amid financial system turmoil – 03/13/2023
• Party of one – 03/08/2023
• Globalization in retreat V: Implications for the U.S. economy – 03/07/2023
• Globalization in retreat IV: Implications for the U.S. economy – 03/02/2023

February

• Globalization in retreat III: Implications for the U.S. economy – 02/28/2023
• The taxman go-eth: Why the saving rate jumped – 02/27/2023
• Globalization in retreat II: Implications for the U.S. economy – 02/23/2023
• Globalization in retreat I: Implications for the U.S. economy – 02/21/2023
• Lion on a leash: Negative animal spirits index in January – 02/10/2023
• Gaining economic & financial ground in the Black community since COVID – 02/02/2023
• FOMC hikes rates and signals yet more to come – 02/01/2023

January

• High wage growth probability slips in Q4 – 01/31/2023
• Can state unemployment rates predict a national downturn? – 01/26/2023
• January flashlight for the FOMC blackout period – 01/23/2023
• Your guide to the looming debt ceiling showdown – 01/19/2023
• Up close on personal income – 01/17/2023
• Construction spending 2023 outlook – 01/13/2023
• Nonfarm payrolls: Too good to be true? – 01/05/2023

December

• Our favorite charts of 2022 – 12/16/2022
• FOMC: Onto 2023 – 12/14/2022
• It's all coming together: Is recession coming? Part III – 12/14/2022
• The mood is wrong, the spirits are down: A 2022 review of animal spirits – 12/07/2022
• December flashlight for the FOMC blackout period – 12/05/2022