Trade now a top source of policy uncertainty
Trade has helped drive global policy–related uncertainty to new highs.
Executive surveys forecast business outcomes
Business leaders’ reported expectations and levels of confidence anticipate growth rates for important economic indicators.
Young businesses are more vulnerable to housing market shocks
Drops in housing prices affect both consumers and young companies in need of credit.
Trade policy is upending markets—but not investment
While tariffs and tariff threats have become a leading source of stock market volatility, they have had little impact on US business investment.