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Economic Outlook

Economic OutlookConsumer Spending

October 9, 2026

Consumer Sentiment Report: Current Conditions Sour as Expectations Improve

OutputEconomic Outlook

September 30, 2026

Second-Quarter GDP by Industry: Capital Spending Now Shows Up in Industry Output

Economic OutlookConsumer Spending

September 29, 2026

Consumer Confidence Report | Business Conditions Turn Negative

Economic OutlookConsumer Spending

September 16, 2026

Retail Sales, August 2026: Broad and Real, Except at the Pump

Economic OutlookSmall Business

August 11, 2026

July NFIB Small Business Optimism: Main Street Wants to Hire Again

Economic OutlookCAVU

July 20, 2026

The CAVU Compass: July 2026

Economic OutlookCAVU

June 17, 2026

Inflation, the Tanker and the Server: How the Economy Carries a War Premium

Economic OutlookCAVU

May 19, 2026

The Capital Cycle Holds the Line as Inflation’s Breadth Sends Yields Higher

Economic OutlookCAVU

April 19, 2026

Ceasefire at the Brink: IRGC Strikes Back, April 22 Deadline Looms

Economic OutlookCAVU

March 22, 2026

A 21st-Century Energy Shock

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