Business Conditions
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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 June 2025
Revised-down job growth, barely rising real consumer spending, and a narrowing trade deficit raise pressure on the Fed’s choices.
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Business Conditions Monthly May 2025
Investors are willing to risk a little more as trade war threats normalize. Some sectors show ongoing weakness, but economic activity sputtered forward.
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Business Conditions Monthly April 2025
Hiring is slowing and consumer sentiment is souring, but households and small firms are responding positively to a pause in tariff escalations. The US economy is balancing on a narrowing ledge.
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Business Conditions Monthly March 2025
With America’s ballooning debt load, a bond market backlash, and a Moody’s downgrade, fiscal space to respond to a downturn is rapidly evaporating.
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Business Conditions Monthly February 2025
Broad inflation pressures seem to be easing, but consumer sentiment has plunged and business confidence is weakening.
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Business Conditions Monthly January 2025
A divergence between leading and lagging indicators reveals short-term uncertainty, though the broader economy shows resilience for now.
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Business Conditions Monthly December 2024
Economic conditions appeared set to improve, but renewed inflation, consumer strain, and unrelenting policy uncertainty are keeping business and investment decisions on hold.
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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.
-
•
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.
-
•
Business Conditions Monthly June 2025
Revised-down job growth, barely rising real consumer spending, and a narrowing trade deficit raise pressure on the Fed’s choices.
-
•
Business Conditions Monthly May 2025
Investors are willing to risk a little more as trade war threats normalize. Some sectors show ongoing weakness, but economic activity sputtered forward.
-
•
Business Conditions Monthly April 2025
Hiring is slowing and consumer sentiment is souring, but households and small firms are responding positively to a pause in tariff escalations. The US economy is balancing on a narrowing ledge.
-
•
Business Conditions Monthly March 2025
With America’s ballooning debt load, a bond market backlash, and a Moody’s downgrade, fiscal space to respond to a downturn is rapidly evaporating.
-
•
Business Conditions Monthly February 2025
Broad inflation pressures seem to be easing, but consumer sentiment has plunged and business confidence is weakening.
-
•
Business Conditions Monthly January 2025
A divergence between leading and lagging indicators reveals short-term uncertainty, though the broader economy shows resilience for now.
-
•
Business Conditions Monthly December 2024
Economic conditions appeared set to improve, but renewed inflation, consumer strain, and unrelenting policy uncertainty are keeping business and investment decisions on hold.