Explore inflation, employment, growth and other economic developments that shape financial markets. Find context for economic releases and explanations of commonly used indicators. Find your way around ECMSource.
U.S. CPI surged 3.3% annually in March 2026—its biggest monthly jump since 2022—while consumer sentiment crashed to an all-time low of 47.6. Here’s what the double bind means for markets.
U.S. tariff collections fell $4B in March alone and are now down 30% since October. Here’s what that means for the federal deficit and Treasury yields.
The IMF has cut its 2026 global growth outlook amid the Iran energy crisis, sticky inflation, and US-China tariffs. Here’s what capital markets need to watch.
US consumer confidence hit a record low in April 2026 as the Iran energy shock drives CPI to 3.3% and stagflation fears deepen across markets.
Fannie Mae has accepted the first crypto-backed mortgage product, a landmark step that could reshape housing finance and open new capital markets territory.
The DXY is sliding as Iran ceasefire unwinds safe-haven trades. Here’s what dollar weakness means for bonds, commodities, emerging markets, and equities.
When tariff policy can reverse overnight, S&P 500 valuation becomes guesswork. Here’s how Wall Street is trying — and failing — to price it in.
Blue Owl’s redemption cap signals the first real cracks in private credit. Here’s what it means for borrowers, banks, and the $2 trillion market.