Volatile Oil Markets Cloud the Economic Outlook
Oil markets have experienced considerable volatility, significantly clouding the economic outlook. While long-term inflation expectations remain anchored, new…
SF FedViews: Prospects for AI-related Activity Add to Uncertainty Around the Economic Outlook in 2026
Despite the fourth quarter slowdown in growth, which was driven in part by the federal government shutdown, the…
SF FedViews: Slow Job Growth in a Strong Economy
Monthly job growth, a measure of labor demand, slowed to a near halt in 2025, but the unemployment…
SF FedViews: Solid Growth, but Small Cracks Have Emerged
Inflation has risen since early this year, largely driven by core goods prices. The increases likely relate to…
SF FedViews: October 16, 2025
Progress on reducing inflation has been uneven of late. Inflation in the core goods sector has been rising…