Special Reports

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

February

• An industry look at wage growth & inflation (PDF) – 02/21/2020
• U.S. inventories: Cushion to virus impact? (PDF) – 02/18/2020
• Are U.S. factories braced for supply disruptions? (PDF) – 02/12/2020
• Potential regional impacts of the coronavirus (PDF) – 02/11/2020
• Treasury refunding highlights (PDF) – 02/05/2020
• The regional impact of the Boeing 737 MAX grounding (PDF) – 02/05/2020
• Which economies are most exposed to a Chinese slowdown? (PDF) – 02/04/2020
• When will the Fed stop buying Treasury bills? (PDF) – 02/03/2020
  

January

• How worrisome is the recent slowdown in wage growth? (PDF) – 01/31/2020
• Get ready for SOFR: A primer (PDF) – 01/31/2020
• Treasury refunding preview: The 2020 20Y (PDF) – 01/30/2020
• Technical tweak, but no fundamental change to Fed policy (PDF) – 01/29/2020
• Raising the bar on payrolls: What’s a “good” print? (PDF) – 01/29/2020
• Lessons for U.S. factory production from the SARS outbreak (PDF) – 01/28/2020
• Lessons for U.S. consumer spending from the SARS outbreak (PDF) – 01/27/2020
• The 2020 election and the economy: Part III (PDF) – 01/23/2020
• A new coronavirus, same impact? (PDF) – 01/22/2020
• January flashlight for the FOMC blackout period (PDF) – 01/21/2020
• U.S. population growth continues to slow in 2019 (PDF) – 01/21/2020
• Animal Spirit Index ends 2019 on a high note (PDF) – 01/14/2020
• Consumers are resilient even in challenging times (PDF) – 01/10/2020
• Potential economic implications of the Iranian crisis (PDF) – 01/06/2020

December

• Is the Fed on the right path? (PDF) – 12/20/2019
• Budget bill leaves little room under the tree for Santa (PDF) – 12/19/2019
• Forecast update: When the facts change, we change our minds (PDF) – 12/18/2019