A Big U.S. Data Week Is Ahead: How GDP, Inflation and the Fed Fit Together
Durable-goods orders, a Federal Reserve decision, GDP and PCE inflation all arrive within days. Here is what each report can—and cannot—tell you.
Federal Reserve
Producer Prices Fell, but Business Costs Are Telling a More Complicated Story
U.S. producer prices fell in June, but the decline was concentrated in goods while services prices continued to rise. The split matters for company margins, policy and investors.
Why a Bank’s Extra Liquidity Matters When Companies Need Cash Fast
New Federal Reserve research suggests that liquidity held above regulatory minimums helped banks support corporate borrowers during the acute stress of March 2020. The lesson is not that every buffer must always be larger, but that usable headroom can matter when credit lines are suddenly drawn.
Banks Survived a $708 Billion Stress Test—What the Result Means for Your Money
The largest U.S. banks have passed one of the most severe hypothetical downturns the Federal Reserve could design. All 32 institutions in the Fed’s 2026 […]
The U.S. Economy Is Still Growing—But the Story Is Becoming More Uneven
The Federal Reserve’s July Beige Book shows an economy that is still expanding, but with growing differences across consumers, industries, and regions. Here is what that means for households, investors, and businesses.
Cooler Inflation Lifted Markets. The Higher-for-Longer Risk Is Still Here.
June inflation came in cooler than expected, lifting stocks and bonds. Here is why the higher-for-longer interest-rate risk has not disappeared.