Special Reports

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

June

• Will “insurance” cuts solve inflation’s shortfall? (PDF) – 06/14/2019
• Falling employment growth, rising recession risk? (PDF) – 06/12/2019
• Trade war profit pressure: Which industries are most at risk? (PDF) – 06/11/2019
• NAFTA: Next American fat tariff assessment (PDF) – 06/06/2019
• How are China-dependent economies performing? (PDF) – 06/05/2019

May

• Recession update: Elevated interest, low risk (PDF) – 05/30/3019
• Corporate profits: A soft landing? (PDF) – 05/30/2019
• Do deficits still matter? (PDF) – 05/28/2019
• Quantifying monetary policy uncertainty: A new index (PDF) – 05/20/2019
• Is inflation really as low as the Fed fears? (PDF) – 05/16/2019
• Demographic influences on U.S. consumer spending (PDF) – 05/15/2019
• GDP growth outlook: Trade war skews risks to downside (PDF) – 05/13/2019
• Why should I care about the European elections? (PDF) – 05/13/2019
• Tariffs bring upside risks to inflation back into the fore (PDF) – 05/13/2019
• Tariff rumor turns to tariff fact (PDF) – 05/10/2019
• Timing is everything: tax refunds & Q1 consumer spending (PDF) – 05/09/2019
• Doubling down on the trade dispute with China (PDF) – 05/06/2019
• The debt ceiling: Everything you need to know (PDF) – 05/02/2019
• FOMC leaves rates unchanged and nods to softer inflation (PDF) – 05/01/2019
• Can participation keep rising and keep the unemployment rate steady? (PDF) – 05/01/2019
• Treasury refunding highlights (PDF) – 05/01/2019

April

• Treasury refunding preview: A supply inflection point (PDF) – 04/22/2019
• Are sanctions on Iranian oil purchases a “big deal”? (PDF) – 04/22/2019
• A new framework to estimate potential GDP (PDF) – 04/17/2019
• Green shoots or rogue weeds? (PDF) – 04/17/2019