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January 5, 2026
by RSadminuser

Passing the Baton: What Powers the Economy Into 2026

Welcome to 2026. The traditional image of the baby who brings in the new year seems modestly inappropriate as the US economy enters what, by many measures, represents the 198th month of an
December 8, 2025
by RSadminuser

Economic Momentum Builds as Companies Shift Focus to 2026

Lessened concern about consumer spending weakness in December, and optimism about end-of-year economic growth, risks overlooking the intense focus of American business on 2026 profitability. Adjustments to the global trade
December 1, 2025
by RSadminuser

Consumer Sentiment vs. Spending: A Holiday Season Disconnect

Economists have long cautioned against using consumer sentiment surveys to forecast consumer spending. Statistically, income growth is the overwhelming determinant of consumer expenditures, with a lesser, but significant, contributory role
November 10, 2025
by RSadminuser

From SNAP to Skies: The Real Economy Feels the Shutdown

There are a lot of under-appreciated economic impacts from the US federal government shutdown. For example, the suspension of SNAP payments not only catastrophically affects poor families and seniors but
November 5, 2025
by RSadminuser

Economic Commentary – November 3, 2025

In the aftermath of the Federal Open Market Committee (FOMC) meeting last week, economic numbers available from non-federal government sources will be increasingly scrutinized for confirmation of continued U.S. economic
October 27, 2025
by RSadminuser

Economic Commentary – October 27, 2025

It’s back to Trump Time, it’s Trade Time, All The Time. A successful tour of Asia to negotiate favorable trade deals would go a long way toward easing the concerns
October 20, 2025
by RSadminuser

Economic Commentary – October 20, 2025

The release of the Federal Reserve’s Summary of Commentary on Current Economic Conditions —aka “The Beige Book”—received considerable attention last week. The Beige Book is always a useful document for
October 13, 2025
by RSadminuser

Economic Commentary – October 13, 2025

It is a strange, somewhat unreal moment. A holiday that isn’t quite a holiday, a federal government that is mostly shut down while state governments go about their business, and