U.S. Outlook: The curious case for panicked rate cuts
Chief Economist
The Fed might want to reserve some rates cuts for when they are staring a recession right in the face.
Read More ›U.S. Outlook: Retail sales boost our Q2 GDP forecast
Chief Economist
There are still major sectors of the U.S. economy that are actually holding up quite well.
Read More ›U.S. Outlook: A warning from the jobs report
Chief Economist
Hiring faded across the board in May. This is not just a one-off hiccup in the data, but part of a broader more prolonged pattern of labor market softening.
Read More ›Instant Analysis: Fed Chair Powell open to reducing rates
Chief Economist
Federal Reserve Chairman Jerome Powell says that the Fed is closely monitoring rising global trade disputes and the potential fallout on the U.S. economy.
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