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September Rate Hike: Not a One and Done

September 16, 2026

Brief

Sept FOMC Preview: More Inflation Coming; the Fed Rarely Stops After One Move

September 15, 2026

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August CPI Suggest September Fed Hike

September 11, 2026

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Solid Labor Market Leaves Spotlight on Inflation for the Fed

September 04, 2026

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August 28, 2026

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Modest July Inflation Is Necessary, but Not Sufficient for a Fed Hold

August 26, 2026

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Distortions Overstate Weakness in July Retail Sales

August 14, 2026

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July CPI Eases, But Energy Risks Linger

August 12, 2026

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June Retail Sales Boosted by Early Prime Day and World Cup

July 16, 2026

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June CPI Closes the Door for July Rate Hike

July 14, 2026

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May Spending Rebounds, but Inflation Takes Its Toll

June 25, 2026

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Limited Passthrough from Energy Shock Solidifies Fed’s Status Quo

June 10, 2026

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Falling Income Portends Weak Q2 Spending

May 28, 2026

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Nominal Gains, Real Strain: Fall in Real Retail Sales Means Weaker Q2 GDP

May 14, 2026

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Limited Energy Shock Passthrough into Broader CPI, For Now

May 12, 2026

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Will Business Investment Save GDP Growth, as Consumers Retreat in 2026?

April 30, 2026

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March Retail Sales Rose on Higher Gas Prices

April 21, 2026

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CPI Surge Limited to Gasoline and Airfares for Now, Spillovers Ahead

April 10, 2026

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Don’t Dismiss February PCE as Old News

April 09, 2026

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Retail Sales See a Weather Rebound, Q1 Spending Still Tracking Weaker

April 01, 2026

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Economy Enters Wartime Shock on Softer Footing Than Expected

March 13, 2026

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March Fed Decision: Between a Rock and a Hard Place

March 12, 2026

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CPI Inflation: Calm before the Storm

March 11, 2026

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Cutting Back and Making Trade-offs: How Consumers Are Managing Food Costs

March 06, 2026

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Low-Hire, Low-Fire Prevails, Temporary Factors Aside

March 06, 2026

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Shutdown Aside, Growth Moderates Under Inflationary Pressures

February 20, 2026

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January CPI Raises More Questions than Provides Answers

February 13, 2026

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Lukewarm Holiday Shopping in 2025 Augurs Slower Spending in Q4

February 10, 2026

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FOMC Reaction: US Economy In a Good Place, But Staying Vigilant

January 28, 2026

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November PCE: Are Consumers Spending Beyond Their Means?

January 22, 2026

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Retail Sales Highlight Affordability Issues

January 14, 2026

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How Are Consumers Paying for Health Care?

January 13, 2026

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No, Tamer CPI Does Not Mean Inflation Peaked

January 13, 2026

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Robust Q3 GDP: Finding a Signal in the Noise

December 23, 2025

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Fed Doves Get Nice Holiday Gift as CPI Inflation Drops

December 18, 2025

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September Inflation Pause Bodes Well for Fed Cut

December 05, 2025

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September Retail Sales Show Consumers Taking a Breather

November 25, 2025

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Fur Babies: How Are US Consumers Financing Veterinary Care?

November 11, 2025

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CPI Details Give Green Light to Further Fed Rate Cuts

October 24, 2025

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Rising Inflation Still Leaves Room for Fed Rate Cuts

September 26, 2025

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August Retail Sales Reflect Consumer Resilience—for Now

September 16, 2025

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Tariffs a Factor, but Still Muted in CPI; Fed to Focus on Labor Market

September 11, 2025

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Consumers Continue to Favor Necessities amid Rising Prices

August 29, 2025

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Will E-Wallets and Deferred Payments Overtake Cash and Credit Cards?

August 25, 2025

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July CPI data showed that tariffs continued to creep into data

August 12, 2025

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The End of Student Loan Relief: Another Headwind for Consumer Spending

August 07, 2025

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August Tariff Increases Hit Array of Goods—From Coffee to Pharmaceuticals

August 06, 2025
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