Economic Report of the President, 2026 Out on Monday
Original Report
The forecast will be the same as reported in the Budget (see here), using data from November. Hence, will be OBE given slowdown pre-War, and post-War cost-push shock. However, I expect a more fulsome...
The forecast will be the same as reported in the Budget (see here), using data from November. Hence, will be OBE given slowdown pre-War, and post-War cost-push shock. However, I expect a more fulsome explanation for why the Administration forecast deviated from roughly contemporaneously finalized forecasts, as shown below. Figure 1: GDP (bold black), April […]
Glass House Analysis
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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