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The forecast will be the same as reported in the Budget (see here), using data from November. Hence, will be OBE given slowdown pre-War, and post-War cost-push shock. However, I ex...
Better than expected jobs report amid other less positive news.
The President’s FY2027 budget was released yesterday, some two months late. The economic forecast, based on data available in November, is out of line with other forecasts based on...
South Africa’s economy remains highly concentrated, with about one-third to one-half of 228 economic subsectors still ranked as highly or moderately concentrated; however, there ar...
WARREN, Ohio – Despite geopolitical conflicts, inflation concerns and market uncertainty, the U.S. economy remains resilient as consumer spending, business investment and a stable...
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Experts of Babes Bolyai University in Cluj-Napoca, compiling the Romanian Economic Monitor (RoEM), forecasted economic contraction of 0.5% this year amid political instability, a s...
Out today; first, the IMF’s reference scenario: This is the reference scenario, invoking a short war. Here are revisions preconflict, and Adverse and Severe scenario outlooks (%, y...
New inflation and consumer confidence numbers.
We are into the heart of earnings season and a few companies reported today that are solid bellwethers for the economy. There are positive signs of momentum so I wanted to highligh...
From tariff pressures to higher gas prices, Oregon's economy is taking some hits.
The President reviewed the country's macroeconomic indicators in detail
Fresh forecasts out today (Tuesday, April 21) reveal where Ireland’s economy stands — and the risks looming on the road ahead. Tánaiste Simon Harris and Minister Jack Chambers toda...
Gallup index falls to -45 even as Conference Board's leading indicator edges up in April
An economic forecast to be published by the Government today is expected to say that the economy will continue to grow even in the "severe" scenario of a prolonged conflict in the...
What is the Annual Progress Report that ministers Simon Harris and Jack Chambers launched on Tuesday?
Output is still rising smartly according to one index (2.1% m/m annualized): Figure 1: GDP (blue bars), SPGMI monthly GDP (red), Brave-Butters-Kelley index (blue), Coincident Index...
A special report from the AGI Round Table Consulting Group: 🧠 We promised Phil less war talk this month (see last month’s report for comparison), so let’s get the obligatory par...
The new Beige Book is here! Usually it’s interesting but not important but today’s Beige Book will cover the first month of the war (this is week 7!) across various Fed sectors l...
Weaker growth and higher inflation expected
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