Business Conditions
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Business Conditions Monthly April 2026
Data reveal a mixed but resilient economy: current activity improved, while signals of future growth remain murky.
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Business Conditions Monthly March 2026
The US economy appears on stable footing for now, but inflation, borrowing costs, and other warning signs are accumulating beneath the surface.
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Business Conditions Monthly February 2026
Forward-looking indicators are weakening, coincident data are softening, and only lagging measures still reflect past strength. February’s BCM suggests the economy is losing momentum.
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Business Conditions Monthly January 2026
Consumer-level price pressures have eased, but upstream costs are building. Rising producer prices and higher input costs — particularly in metals and energy — suggest continued pipeline pressures.
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Business Conditions Monthly December 2025
Capital spending in manufacturing, energy, and AI-related sectors are nudging growth forward amid rising fiscal uncertainty and a cautious Fed.
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Business Conditions Monthly November 2025
Shelter costs led price increases, but goods price acceleration leveled off. We’ve reached a new, distinctly elevated “normal.”
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Business Conditions Monthly: October Showed Slowing Inflation, Waning Momentum
Job growth is slowing, unemployment is rising, and affordability pressures persist heading into the critical holiday season. Economic resilience is at risk.
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Business Conditions Monthly September 2025: Data Blackout
The Fed enters its most consequential meeting of the year blinded by shutdown data gaps, armed instead with private proxies and guesswork.
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Business Conditions Monthly August 2025
Policymakers are already balancing slower growth and sticky costs., and now the federal shutdown has delayed reporting of all the data.
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Business Conditions Monthly July 2025
Slowing job growth and high borrowing costs are dividing growth confidence. Firms are optimistic, but households are cautious amid affordability concerns.
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•
Business Conditions Monthly April 2026
Data reveal a mixed but resilient economy: current activity improved, while signals of future growth remain murky.
-
•
Business Conditions Monthly March 2026
The US economy appears on stable footing for now, but inflation, borrowing costs, and other warning signs are accumulating beneath the surface.
-
•
Business Conditions Monthly February 2026
Forward-looking indicators are weakening, coincident data are softening, and only lagging measures still reflect past strength. February’s BCM suggests the economy is losing momentum.
-
•
Business Conditions Monthly January 2026
Consumer-level price pressures have eased, but upstream costs are building. Rising producer prices and higher input costs — particularly in metals and energy — suggest continued pipeline pressures.
-
•
Business Conditions Monthly December 2025
Capital spending in manufacturing, energy, and AI-related sectors are nudging growth forward amid rising fiscal uncertainty and a cautious Fed.
-
•
Business Conditions Monthly November 2025
Shelter costs led price increases, but goods price acceleration leveled off. We’ve reached a new, distinctly elevated “normal.”
-
•
Business Conditions Monthly: October Showed Slowing Inflation, Waning Momentum
Job growth is slowing, unemployment is rising, and affordability pressures persist heading into the critical holiday season. Economic resilience is at risk.
-
•
Business Conditions Monthly September 2025: Data Blackout
The Fed enters its most consequential meeting of the year blinded by shutdown data gaps, armed instead with private proxies and guesswork.
-
•
Business Conditions Monthly August 2025
Policymakers are already balancing slower growth and sticky costs., and now the federal shutdown has delayed reporting of all the data.
-
•
Business Conditions Monthly July 2025
Slowing job growth and high borrowing costs are dividing growth confidence. Firms are optimistic, but households are cautious amid affordability concerns.