EN 
August 27, 2026
Economy
Fed
Inflation
August 12, 2026
US July CPI: Reassuring on the surface, yellow flags beneath
Economy
Jobs
Labour Market
August 7, 2026
US Jobs: July NFP downside does not change our narrative of a tight labor market
Economy
GDP
U.S.
July 30, 2026
US Q2 GDP: Pillars of strength hold up as distortions detract from growth
Economy
Fed
Inflation
July 29, 2026
FOMC Recap: Fed remains on pause despite rising uncertainty
Economy
GDP
Labour Market
July 24, 2026
A new tariff proposal with the same effective tariff rate
Economy
GDP
Inflation
July 23, 2026
July Executive Briefing: Three risks facing the US in the second half of 2026
Economy
Jobs
Labour Market
July 14, 2026
US CPI: One month buys the Fed time but it doesn’t buy a trend
Economy
Jobs
Labour Market
July 2, 2026
US June Jobs Report: Slowing payroll growth quells demand-driven inflation fears
Economy
GDP
Inflation
June 24, 2026
June Monthly Exec Briefing: US consumer bruised by persistent inflation
Economy
Fed
U.S.
June 17, 2026
FOMC Recap: Warsh ushers in new era at the Fed
Economy
Inflation
U.S.
June 10, 2026
US CPI: May brings relief on core inflation but consumer still underwater
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