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High Fences, Low Growth: Simulating the Latest Tariff Effects
The upshot of President Trump's recent tariff announcement is an escalation that redefines America's role in global trade. Access our recent report to read more on the estimated weaker growth, higher inflation and increased unemployment. report
Read our special reports on current events affecting the financial markets, such as Federal Reserve meetings, and government policies.
April
- Treasury refunding preview – 04/22/2025
- Return to the red: ASI turns negative in Q1 – 04/15/2025
- The fiscal handbook: Reconciliation bill endgame – 04/11/2025
- Tariff implications for the construction industry – 04/09/2025
- When will quantitative tightening end? – 04/07/2025
- High fences, low growth: Simulating the latest tariff effects – 04/04/2025
- March CPI preview: Beware of still water – 04/02/2025
March
- Cushion or pushin': Considerations for the pass-through of tariffs into consumer price inflation – 03/27/2025
- April showers: For better or worse, answers are coming for trade policy – 03/24/2025
- FOMC keeps rates on hold amid increased uncertainty – 03/19/2025
- The more things change, the more they stay the same – 03/18/2025
- March flashlight for the FOMC blackout period – 03/12/2025
- February CPI preview: The tariff winds start to blow – 03/06/2025
February
- Introducing the tariff tracker – 02/27/2025
- How will shrinking the federal workforce impact the labor market? – 02/27/2025
- Soft-landing, or no soft-landing, that is the question: Q4 update – 02/20/2025
- Shifting dynamics: The rising tide of employment among black men – 02/10/2025
- January CPI preview: A strong, but less jarring start to 2025 – 02/06/2025
- America’s next top model: Tariff edition – 02/04/2025
- The economics of Super Bowl LIX – 02/04/2025
January
- Can’t remember a time I was wrong: Job revisions incoming – 01/30/2025
- Treasury refunding preview – 01/30/2025
- Wildfires devastate Los Angeles – 01/30/2025
- FOMC on hold and in no hurry to cut further – 01/29/2025
- Nobody puts ASI in the corner—except tariffs – 01/28/2025
