Core inflation fell to 2.6%—its lowest reading since March 2021—while a DOJ investigation into Fed Chair Powell raised new questions about central bank independence. Here's what the data means for markets and monetary policy.
The U.S. economy enters 2026 with 5% GDP growth and the weakest job creation since 2003. What explains the gap, and what does it mean for your money?
Excerpt: A look at the economic research behind investment decisions—covering the U.S., Europe, China, Japan, India, and six other regions shaping the global outlook for 2026.
GDP growth surprised to the upside, but strip out AI spending and the picture softens. The labor market is cooling. Housing is splitting by region. Here's what the data tells us heading into 2026.
The economy is closing out 2025 with a familiar split personality: strong growth numbers paired with weakening confidence measures. Understanding what these crosscurrents mean requires looking beyond the headlines.
Economic data resumed this week after a 43-day government shutdown, revealing a job market losing steam, inflation cooling but not conquered, and consumers feeling the squeeze. Here's what the numbers tell us about where the economy stands heading into 2026.