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Our economists explore the forces and trends impacting the US economy and provide insights on key economic indicators.

MUFG Americas

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DateTitle
06/12/2026Economic Data Round-Up: Consumer purchasing power under pressure
06/08/2026Global Economic Outlook Q2 2026
05/22/2026Economic Data Round-Up: Labor holds up as inflation pressures build
11/27/2024Persistently high aggregate demand
11/13/2024Inconclusive price growth
11/01/2024Noisy jobs data and Taylor Rule prescriptions
10/30/2024Healthy expansion in Q3
10/04/2024Post-summer rebound
09/27/2024Inflation down and incomes up
09/24/2024Uncertainty over future labor supply
09/06/2024Less weak than at first glance
09/06/2024Global Economic Outlook Q3 2024
08/30/2024Spending outpacing income
08/15/2024A proactive Fed
08/02/2024Rise in unemployment may be temporary
07/26/2024Strong consumption, weaker investment
07/15/2024Shift in inflation momentum
07/05/2024Growth in unemployment is not enough
06/28/2024A balance of risks
06/07/2024Unsurprising recovery in jobs growth
06/07/2024A tale of two housing markets - Japanese Version
06/03/2024A tale of two housing markets
05/15/2024Status quo monetary policy
05/03/2024Inconsequential easing of jobs growth
04/26/2024Strong consumption and sticky prices
04/10/2024March CPI tempers rate cut expectations
04/05/2024Strong headline growth but a weak underbelly
03/29/2024Goods inflation has temporarily returned
03/27/2024Rate cuts will exacerbate housing inflation
03/15/2024Global Economic Outlook Q1 2024 - Americas
03/01/2024The Fed is right to be cautious
02/23/2024Look to the middle class
02/05/2024Don’t expect a re-acceleration of labor demand
01/17/2024Five Key Questions for 2024
01/05/2024Labor demand may be weaker than it seems
12/08/2023Labor shortages are likely distorting signals
12/05/2023Importing goods deflation
11/03/2023October’s jobs report supports continued Fed pause
10/06/2023Making sense of September’s job growth
09/29/2023Consumers didn’t surprise in August
09/14/2023August rebound and resurging energy prices
9/01/2023Easing labor market and slow burning inflation
8/29/2023A hawkish tone, but for good reason
08/11/2023Disinflation momentum is building
08/04/2023More jobs and more productivity
07/28/2023A soft landing requires strong assumptions
07/13/2023Price disturbances vs inflation
07/07/2023The Fed is out of excuses
06/26/2023Predicting consumer behavior - Japanese Version
06/20/2023Predicting consumer behavior
06/02/2023Little give in the labor market
05/19/2023A normalizing economy
05/05/2023Strong jobs growth but weak productivity
04/28/2023Growth is unlikely to last
04/24/2023Inflation and bank credit
04/07/2023The labor market for goods industries is starting to cool
03/31/2023Uncertainty ahead for inflation and growth
03/24/2023Macro vs financial stability
03/10/2023The labor market remains defiant
03/06/2023Eyes are back on goods inflation and manufacturing - Japanese Version
03/03/2023Eyes are back on goods inflation and manufacturing
02/17/2023Focus on the signal and not the noise
02/06/2023Strong demand or the calm before the storm? - Japanese Version
02/03/2023Strong demand or the calm before the storm?
01/31/2023Wage growth has likely peaked, but risks remain
01/27/2023The economy is showing signs of weakness
01/06/2023There is still a demand problem in the US