News
Market Minute: Initial jobless claims remain remarkably stable
2+ hour, 8+ min ago (375+ words) The Real Economy Blog Economic News from RSM Apr. 23, 2026 by Joseph Brusuelas If I had one piece of economic data to describe conditions across the American economy, it would be the 13-week moving average of initial jobless claims. Initial claims,…...
Market Minute: The Fed's SOMA holdings and the challenge of balance sheet run-off
1+ day, 2+ hour ago (391+ words) The Real Economy Blog Economic News from RSM Apr. 22, 2026 by Joseph Brusuelas Low rates, liquidity and leverage are the holy trinity of new finance. To properly understand that reality, it is critical to acknowledge the role of the Federal Reserve's…...
Market Minute: Kevin Warsh and Fed independence
2+ day, 2+ hour ago (617+ words) The Real Economy Blog Economic News from RSM Apr. 21, 2026 by Joseph Brusuelas During Kevin Warsh's tenure as a governor at the Federal Reserve from 2006 to 2011, his voting record, and his public comments since then, have shown a clear predilection for…...
Producer inflation rises less than forecast
1+ week, 1+ day ago (405+ words) The Real Economy Blog Economic News from RSM Apr. 14, 2026 by Tuan Nguyen March producer prices rose by 0. 5%, driven largely by energy costs. Oil prices have eased since, but supply disruptions are unlikely to fade anytime soon. The downside surprise came…...
PCE inflation data shows a deteriorating economy on edge of war
1+ week, 6+ day ago (687+ words) The Real Economy Blog Economic News from RSM Apr. 9, 2026 by Joseph Brusuelas A mix of declining inflation-adjusted income growth, a reliance upon savings and credit to fund spending and a 3. 7% increase on a three-month annualized pace in core inflation does…...
RSM lowers GDP forecast for 2026 to 1. 7%
2+ week, 19+ hour ago (1109+ words) The Real Economy Blog Economic News from RSM Apr. 8, 2026 by Joseph Brusuelas Ever since war broke out in Iran more than a month ago, our baseline outlook has been that the U. S. economy is a $31 trillion resilient beast that would absorb…...
Reserve Bank of India set to hold rates steady
2+ week, 2+ day ago (709+ words) The Real Economy Blog Economic News from RSM Apr. 6, 2026 by Prachi Jhamb With the energy shock rippling through the global economy, we expect the Reserve Bank of India to hold its policy repo rate unchanged at 5. 25% at the end of…...
Market Minute: Don't ignore short-term inflation expectations
2+ week, 3+ day ago (583+ words) The Real Economy Blog Economic News from RSM Apr. 6, 2026 by Joseph Brusuelas The current oil shock will undoubtedly cause an increase in prices on top of the existing affordability crisis. While Federal Reserve Chair Jerome Powell recently said that longer-term…...
Hiring surged in March but the underlying trend was softer
2+ week, 5+ day ago (1048+ words) The Real Economy Blog Economic News from RSM Apr. 3, 2026 by Joseph Brusuelas Before the outbreak of hostilities in the Middle East, the American economy was in strong shape, with brisk spending, positive manufacturing sentiment and overall stable labor conditions. The…...
Market Minute: A reality check to the hopium over war's end
3+ week, 1+ day ago (865+ words) The Real Economy Blog Economic News from RSM Apr. 1, 2026 by Joseph Brusuelas While equity investors on Tuesday were bingeing on hopium over an end to the war, oil and jet fuel costs were pricing in a different outcome. As the…...