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EconReporter
·
Oct 8, 2026
The AI Investment Boom Trumps Tariff Policy
🤯 The US trade deficit is back above $100 billion a month. ➖ But with some adjustments, this year's deficit is lower than in previous years. The lesson? 🦾 AI-related imports beat Trump's tariffs.
2
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AI Investment
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Trump Tariff
EconReporter
·
Aug 12, 2026
Behind Stable July CPI—One Transitory Tariff Wave after Another
July's CPI looked calm overall at 3.4% YoY. But underneath core goods, one set of tariff effects is fading while a fresh wave is just starting to hit prices.
5
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Inflation Breadth
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US CPI
EconReporter
·
Aug 8, 2026
No World Cup effect in the US jobs market after all
The 2026 World Cup has been hailed as a successful event in the US, but according to data from the Bureau of Labor Statistics' establishment survey, the once-every-four-years international football tournament failed to bring jobs... But we did see it in Canada
2
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Canada Economy
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US Economy
EconReporter
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Aug 4, 2026
AI Investment Boosted US Q2 Growth — But the Import Offset Runs Far Wider Than AI
The AI economic growth in Q2 US GDP is coupled with import offset. But the import offset was actually more board-based than that.
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AI Investment
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US Economy
EconReporter
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Jul 17, 2026
A Long Way Still Ahead for the US’s Disinflation Journey
Inflation breadth can be an effective communication tool for central banks to explain the underlying inflation as it's a relatively easy-to-understand concept, compared to excluding certain components from "core" inflation calculations. Here, we use the June CPI data to explore whether the inflation breadth has closed as oil prices dropped.
Chris Waller
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US Economy
EconReporter
·
Jun 8, 2026
Should the Fed and BoC look through the World Cup employment boost?
The important question, however, is this: shouldn't the Fed and Bank of Canada look through such a one-off, short-term World Cup employment boost?
Bank of Canada
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Canada Jobs Report
EconReporter
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Feb 20, 2026
US goods trade deficit hits all-time high in 2025—What does it mean for Q4 GDP?
US trade deficit continues to widen in December after hitting recent year low in October. The total import was USD 70.3 billion higher than export in the last month of 2025, according to the US Census Bureau.
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International Trade
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US Economy
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