Feb 9, 2026
The Trump economy is delivering growth and investment in artificial intelligence, rising real wages and booming stock prices and retirement account balances - yet many voters are unhappy.
Feb 2, 2026
Tariffs are critical to President Trump's fiscal policies and strategy for manufacturing.
Jan 26, 2026
For nearly a decade, the U.S. economy has outperformed the expectations of economists who study what drives employment, productivity and GDP growth.
Jan 20, 2026
Presidents Trump and Xi Jinping are fundamentally altering the rules for international commerce.Gone is any pretense of an inexorable movement toward market-driven globalization, at least as envisioned by the post-World War II and post-Cold War architects of the now...
Jan 12, 2026
President Trump may be able to appoint a loyalist to chair the Federal Reserve Board, but that doesn't guarantee he'll get meaningfully lower interest rates.The Fed can only control short-term interest rates, most notably the federal funds rate-the rate banks charge each...
Jan 5, 2026
Donald Trump is an activist, reform-minded president.No institution is safe from his scrutiny, but entering his final years, we should consider the global challenges confronting the nation no matter who occupies the White House.
Dec 29, 2025
The Federal Reserve had few good choices when it again cut interest rates.On the basis of what was known about inflation and labor markets, it could have resisted White House pressure and justified a move in the opposite direction-raised interest rates-or stood...
Dec 22, 2025
The stock market gains are fueling wealthy consumers, investments in artificial intelligence and continued economic growth.