Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: US Economics Weekly Manufacturing dragging down non-residential construction We do not expect the war in Iran to dent the data centre buildout but, with manufacturing construction investment falling sharply, we may still be overestimating the outlook for non-residential... 27th March 2026 · 8 mins read US Economics Weekly Goods inflation a thorn in the Fed’s side The sharp repricing in futures markets toward discounting the chance of a Fed hike this year looks somewhat overdone, especially given the Fed’s commentary following this week’s rate decision. While... 20th March 2026 · 4 mins read US Economics Update High oil prices risk stalling nascent manufacturing recovery Sustained high oil prices would stall the nascent manufacturing recovery by weighing on global demand. The data centre buildout would likely go on unaffected, however, sustaining strong demand for hi... 19th March 2026 · 4 mins read US Economics Update Limited changes from the FOMC as it waits for more clarity The FOMC’s statement and dot plot today were arguably not as hawkish as many speculated, with the Summary of Economic Projections (SEP) still pointing to one interest rate cut this year, despite an... 18th March 2026 · 3 mins read Pagination Previous … Page 12 Page 13 Page 14 Page 15 Current page 16 Page 17 Page 18 Page 19 Page 20 … Next
US Economics Weekly Manufacturing dragging down non-residential construction We do not expect the war in Iran to dent the data centre buildout but, with manufacturing construction investment falling sharply, we may still be overestimating the outlook for non-residential... 27th March 2026 · 8 mins read
US Economics Weekly Goods inflation a thorn in the Fed’s side The sharp repricing in futures markets toward discounting the chance of a Fed hike this year looks somewhat overdone, especially given the Fed’s commentary following this week’s rate decision. While... 20th March 2026 · 4 mins read
US Economics Update High oil prices risk stalling nascent manufacturing recovery Sustained high oil prices would stall the nascent manufacturing recovery by weighing on global demand. The data centre buildout would likely go on unaffected, however, sustaining strong demand for hi... 19th March 2026 · 4 mins read
US Economics Update Limited changes from the FOMC as it waits for more clarity The FOMC’s statement and dot plot today were arguably not as hawkish as many speculated, with the Summary of Economic Projections (SEP) still pointing to one interest rate cut this year, despite an... 18th March 2026 · 3 mins read
