Stay informed on issues shaping the U.S. and world economies and gain perspective from the U.S. Bank Economic Research Group on how your organization can navigate today’s economic environment.
Economic view
October 2, 2026
AI’s promise comes with a price tag
While researching our latest report, "AI bubble or the next industrial revolution," we were struck by the timing mismatch: the costs come upfront, while the payoff comes later.
Weekly Economic Highlights
Week of Oct. 5: For economic fundamentals, 'resilient' is the new 'strong'
Monthly Economic Outlook
Macroeconomic forecast: A new engine
Labor Market
September 16, 2026
The current state of the U.S. labor market maintains a steady “low-hire, low-fire” condition. Explore job growth trends, unemployment data and recession risks.
Economic indicators
August 5, 2026
While exceptional economic circumstances may, in part, explain why normal recession indicators have been off the mark in recent years, it’s beneficial to expand the scope of indicators to obtain clearer signals.
Tariffs and Trade
July 20, 2026
President Donald Trump’s economic plans, including trade policies, raise questions about the impact on the broader economy and specific industries.
Economics
July 8, 2026
The K-shape reflects a bifurcated path: high‑income households and capital‑intensive sectors benefit from asset appreciation and technological change, while lower‑wage workers face more limited income growth and thinner financial buffers.
Artificial intelligence
October 1, 2026
Will the AI bubble burst? Economists weigh in on AI spending, inflation and job fears, and explain why AI may be the next productivity platform.
Healthcare
June 17, 2026
Healthcare touches nearly every corner of the U.S. economy, from household budgets to employer benefit costs, and as its footprint grows, small shifts in costs, staffing and efficiency can ripple far beyond hospitals and clinics.
Global Monetary Policy
August 28, 2026
Inflation has cooled, but central banks remain focused on determining how much policy restraint is needed to return inflation sustainably to target.
Global Economy
June 12, 2026
Years of post‑pandemic recovery, persistent inflation and rising tariffs have shaped today’s global economy, leaving growth intact but increasingly uneven across regions and sectors.
