U.S. Economic Outlook

Read our commentary and view forecast tables on U.S. economic conditions, including projections for the financial markets.

January

• Powell's final act – 01/14/2026

Annual

• Policy reset: How fiscal, monetary and trade frameworks shape 2026 – 11/19/2025

October

• Awaiting the data deluge – 10/08/2025

September

• So long summer, hello rate cuts –  09/10/2025

August

• Brilliant disguise – 08/06/2025

July

• U.S. economy appears to be losing some steam – 07/10/2025

June

• Second-half slowdown despite improved fundamentals – 06/11/2025