Special Reports

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

April

• The Fed goes nuclear: Part II (PDF) – 04/09/2020
• What might a "Phase 4" fiscal package include? (PDF) – 04/09/2020
• Home economics (PDF) – 04/08/2020
• The Animal Spirits Index drops into negative territory (PDF) – 04/06/2020
• Get ready for SOFR: What's up with LIBOR? (PDF) – 04/06/2020

March

• Where will that $2 trillion come from anyway? (PDF) – 03/31/2020
• COVID-19: A black swan or a group of black swans? (PDF) – 03/31/2020
• Congress unleashes the fiscal firehose (PDF) – 03/26/2020
• Social distance dating advice (PDF) – 03/25/2020
• Forecast update: A much deeper contraction (PDF) – 03/25/2020
• The fiscal stimulus bill: What happens next? (PDF) –  03/23/2020
• The Fed goes nuclear (PDF) – 03/23/2020
• Could business failures cause a banking crisis? (PDF) – 03/19/2020
• How can we quantify the potential loss in U.S. income? (PDF) – 03/19/2020
• Proposed student loan reform: Push ‘pause’ without penalty (PDF) – 03/18/2020
• Is the Federal Reserve out of ammunition? (PDF) – 03/18/2020
• What’s happening on the fiscal front? (PDF) – 03/17/2020
• Forecast update: Downturn imminent (PDF) – 03/17/2020
• The Fed announces a barrage of policy changes (PDF) – 03/16/2020
• Heigh-ho, heigh-ho, it’s home from work we go (PDF) – 03/16/2020
• Updating our recession probability model (PDF) – 03/13/2020
• Update to our economic outlook (PDF) – 03/12/2020
• COVID-19 consumer impact (PDF) – 03/11/2020
• COVID-19: Which industries are exposed to a hiring hit? (PDF) – 03/11/2020
• Fiscal policy to the rescue? (PDF) – 03/11/2020