ECONOMIC INSIGHTS AND COMMENTARY

Analysis and views on the economy, markets and policy

Stay informed on issues shaping the U.S. and world economies and gain perspective from the U.S. Bank Economics Research Group on how your organization can navigate today’s economic environment.

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Economic view

From the desk of Chief Economist Beth Ann Bovino

February 4, 2026

The labor participation rate is now just 62.4%, which is 4.9% lower than its high of 67.3% when the baby boomers filled the workforce, and is destined to move lower as older workers continue to retire over the next decades.

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Weekly Economic Highlights

Week of February 23: Plenty of headlines, little resolution

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Monthly Economic Outlook

Macroeconomic forecast: Sunny growth, cloudy jobs, sticky showers

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In the spotlight

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Economics

The K-shaped economy in 2026: Inequality, technology and the next growth divide

January 7, 2026

The K-shaped economy reflects a long-standing divergence where wealthier households benefit from asset appreciation, better schools and technology, while lower-income families face structural disadvantages and financial strain.

U.S. labor market: Low-hire, low-fire economy

October 22, 2025

The 2025 U.S. labor market reveals a fragile “low-hire, low-fire” economy. Explore job growth trends, unemployment data, and recession risks.

Trump administration’s economic plan: Potential impact on the broader economy and businesses

September 16, 2025

President Donald Trump’s economic plans, including trade policies, raise questions about the impact on the broader economy and specific industries.

Disclosures

This discussion is intended to be informational only and is not exhaustive or conclusive. It is not intended to serve as a recommendation or solicitation for the purchase or sale of any particular product or service. It does not constitute advice and is issued without regard to any particular objective or the financial situation of any particular individual. Some of the information provided has been obtained from sources believed to be reliable, but is not guaranteed as to accuracy or completeness. Other information represents the opinion of U.S. Bank and is not intended to be a forecast of future events or a guarantee of future results. U.S. Bank and its representatives do not provide tax, accounting or legal advice. Each individual's financial situation is unique. You should consult your tax, accounting and/or legal advisor for advice and information concerning your particular situation.

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