FOMC
Fed Holds Rates Steady in July With Three Dissents as Goldman Sees No Hike Through 2026
The Federal Reserve left its benchmark rate unchanged at its July meeting despite the closest call on a hike in three decades, offering...
Wells Fargo Sees Rates Higher for Longer as AI Data Centers Anchor Commercial Construction
Wells Fargo's latest U.S. outlook warns that stubborn inflation and a more hawkish Federal Reserve will keep borrowing costs elevated into 2027, sustaining...
Goldman Cuts US Recession Odds to 15% as Oil Retreats, but Warns of Hawkish Fed and Stretched AI Valuations
Goldman Sachs has lowered its 12-month US recession probability to the long-term norm of 15 percent following a US-Iran agreement that pulled energy...
Wells Fargo: Fed Poised for Extended Hold as Warsh Era Opens Amid Sticky Inflation
Wells Fargo economists expect the Federal Reserve to sit on the sidelines for an extended period as new Chair Kevin Warsh takes the...
San Francisco Peninsula Industrial Market Rebounds With 190,000 SQFT Absorption Swing in Q1 2026
Tech hardware and AI-related tenants fuel leasing momentum across the Peninsula as vacancy drops to 5.4 percent The San Francisco Peninsula industrial market...
Federal Reserve Holds Rates Steady at March Meeting as Oil Price Spike Clouds Outlook
Wells Fargo economists expect two rate cuts remain on the table in 2026, though elevated inflation from energy costs could push the timeline...
Rising Oil Prices Cloud U.S. Growth Outlook as Labor Market Stalls, Analysts Warn
The bank’s March economic outlook trims consumer spending forecasts and raises inflation expectations amid the Iran-driven energy shock, while still projecting the expansion...
February CPI Shows Disinflation Losing Momentum as Energy Costs Surge
Wells Fargo economists warn that a developing Middle East conflict could push energy goods prices sharply higher in March, complicating the Federal Reserve’s...
U.S. Payrolls Contract by 92,000 in February as Labor Market Stumbles, Fed Outlook Dims
Wells Fargo Economics says one-off factors only partially explain the unexpected decline, with the Iran conflict adding new complexity to an already uncertain...
U.S. Payrolls Rise 130,000 in January as Unemployment Falls to 4.3%
Wells Fargo Economics says stronger hiring and steady 3.7 percent wage growth bolster case for Federal Reserve to hold rates steady A year...
Tax Refunds Set to Surge 18% in 2026 Filing Season as Retroactive Cuts Take Effect
American taxpayers can expect substantially larger refunds this filing season as retroactive tax provisions from last year’s One Big Beautiful Bill Act finally...
Labor Market Treads Water as Job Growth Stalls in Final Month of 2025
December payrolls rose just 50,000 while unemployment edged down to 4.4 percent, leaving Fed likely on hold for January meeting The U.S. labor...
