Special Reports

2021 Annual Economic Outlook Webcast

Join us on Thursday, December 10, 2020, at 11:00 am ET for "Aftershocks and divergence in the post-pandemic economy"

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

November

• Possible downshift in potential output from COVID (PDF) – 11/24/2020
• Biden trade policy: Status quo ante? (PDF) – 11/23/2020
• Probit model confirms economic recovery to continue (PDF) – 11/12/2020
• Key ballot initiatives in California and Florida (PDF) – 11/12/2020
• A tale of two chimneys (PDF) – 11/10/2020
• Get ready for SOFR and SONIA and ESTR (PDF) – 11/05/2020
• Climbing COVID cases test the economic recovery (PDF) – 11/05/2020
• The FOMC stands pat, as expected (PDF) – 11/05/2020
• COVID crisis upends downtown real estate (PDF) – 11/04/2020
• White house still unclear, divided congress likely (PDF) – 11/04/2020
• The 2020 presidential election: the final update (PDF) – 11/02/2020

October

• Treasury refunding preview: Choose your own adventure (PDF) – 10/30/2020
• Tracking & tracing unemployment during COVID (PDF) – 10/29/2020
• Holiday sales outlook (PDF) – 10/26/2020
• November flashlight for the FOMC blackout period (PDF) – 10/26/2020
• Global mobility report: October 21 (PDF) – 10/21/2020
• Apartment rents continue to feel the impacts from COVID (PDF) – 10/21/2020
• Herd immunity: Why Capex is holding up, part II (PDF) – 10/20/2020
• Herd immunity: Why Capex is holding up (PDF) – 10/19/2020
• Global mobility report: October 14 (PDF) – 10/14/2020
• The calm after the storm: Household balance sheets (PDF) – 10/14/2020
• Office market update: Timetable for a potential recovery (PDF) – 10/08/2020
• Global mobility report: October 7 (PDF) – 10/07/2020
• Economic modeling in the post-COVID era: Part II (PDF ) – 10/07/2020
• The calm after the storm: Sustainability questions (PDF) – 10/07/2020