Research
Research and independent analysis shared through TIG, ordered from newest to oldest.
Weekly Economic Brief: August 31, 2026
Last week started with Treasury Secretary Scott Bessent declaring an "Economic D-Day" against Iran by threatening its trade partners with sanctions.
Weekly Economic Brief: August 24, 2026
Last week provided deeper insights into central bank policy and supply-side activity, against a backdrop of heightened geopolitical and bond market volatility.
Weekly Economic Brief: August 17, 2026
Last week's data releases provided encouraging signs that price growth may be stabilizing. The inflation rate as measured by the Consumer Price Index (CPI) and growth in producer prices moderated for a second consecutive month in July due t…
Weekly Economic Brief: August 10, 2026
Labor weakness meets persistent inflation.
Weekly Economic Brief: August 3, 2026
The final week of July delivered a comprehensive pulse check on the economy and what is likely another temporary lull in the fighting between the U.S., Israel, and Iran.
Weekly Economic Brief: July 27, 2026
Last week’s data continued to present a snapshot of an economy characterized by a low-layoff, low-hire labor market operating alongside an expanding private sector, but one still grappling with supply-chain and price pressures that are inte…
Weekly Economic Brief: July 20, 2026
Data for June showed inflation pulling back from its May highs, driven largely by lower energy prices after the signing of the MOU between the U.S. and Iran and the re-opening of the Strait of Hormuz.
Weekly Economic Brief: July 13, 2026
Last week was a tame one for economic data. S&P Global and ISM PMI releases for June continue to point to expansion in both manufacturing and services in Q2.
Weekly Economic Brief: July 6, 2026
Last week’s jobs report poured cold water on recent labor market trends, with job growth slowing markedly relative to the prior three months.
Weekly Economic Brief: June 29, 2026
The final week of June presented another test for the increasingly prevailing macroeconomic narrative of “high growth, high inflation,” bringing together indicators of economic momentum, inflation, and consumer sentiment.
Weekly Economic Brief: June 22, 2026
Last week was marked by the first FOMC meeting under newly minted Chair Kevin Warsh and the signing of a U.S.-Iran Memorandum of Understanding (MOU) aimed at opening the Strait of Hormuz and ultimately ending the war.
Weekly Economic Brief: June 14, 2026
The past week was defined by a hawkish repricing of Fed Funds futures driven by hot economic data and a continuation of the "will they, won't they" rollercoaster ride that has come to characterize the potential intensification or ameliorati…