Wells Fargo Special Reports
Commentary
Macro
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- Wells Fargo
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Publications
September CPI preview: Better late than never
Oct 15, 2025
The government shutdown drags on
Oct 14, 2025
Give this consumer some credit
Oct 07, 2025
Government shutdown watch
Sep 22, 2025
September FOMC: A "risk management" cut
Sep 17, 2025
August CPI preview: Firmer trend to stick around
Sep 05, 2025
Unpacking the new tariffs & updating the tracker
Aug 01, 2025
July FOMC: Optionality maintained
Jul 30, 2025
Spirits stirring: ASI shows signs of life
Jul 29, 2025
July flashlight for the FOMC blackout period
Jul 22, 2025
Treasury refunding preview: T-bill t-storm
Jul 22, 2025
Housing supply is on the rise
Jul 21, 2025
California's economy is getting back on track
Jul 21, 2025
Hiding in plain sight
Jul 15, 2025
June CPI preview: Key summer stretch begins
Jul 08, 2025
Keeping tabs: Tariff tracker update
Jul 08, 2025
Waiting for the other shoe to drop
Jul 01, 2025
A better measure
Jun 24, 2025
June flashlight for the FOMC blackout period
Jun 12, 2025
May CPI preview: Test of tariffs
Jun 06, 2025
Don't get taken by supplies
May 30, 2025
The fiscal handbook: A reconciliation bill is born
May 20, 2025
Alarm over student loans? Don't hit snooze or panic
May 16, 2025
FOMC's holding pattern continues
May 07, 2025
April CPI preview: The trend is your friend
May 06, 2025
May flashlight for the FOMC blackout period
Apr 29, 2025
Treasury refunding preview
Apr 22, 2025
Return to the red: ASI turns negative in Q1
Apr 15, 2025
The fiscal handbook: Reconciliation bill endgame
Apr 11, 2025
Tariff implications for the construction industry
Apr 09, 2025
When will quantitative tightening end?
Apr 07, 2025
March CPI preview: Beware of still water
Apr 02, 2025
Cushion or pushin': Considerations for the pass-through of tariffs into consumer price inflation
Mar 27, 2025
FOMC keeps rates on hold amid increased uncertainty
Mar 19, 2025
The more things change, the more they stay the same
Mar 18, 2025
March flashlight for the FOMC blackout period
Mar 12, 2025
February CPI preview: The tariff winds start to blow
Mar 06, 2025
Introducing the tariff tracker
Feb 27, 2025
The economics of Super Bowl LIX
Feb 04, 2025
America's next top model: Tariff edition
Feb 04, 2025
Treasury refunding preview
Jan 30, 2025
Wildfires devastate Los Angeles
Jan 30, 2025
FOMC on hold and in no hurry to cut further
Jan 29, 2025
Nobody puts ASI in the corner-except tariffs
Jan 28, 2025
The fiscal handbook for 2025
Jan 27, 2025
Charting the course: U.S. trade in 12 charts
Jan 23, 2025
January flashlight for the FOMC blackout period
Jan 21, 2025
Fears for tiers: Consumer health by income group
Jan 17, 2025
Immigration fuels U.S. population growth in 2024
Jan 16, 2025
Twas the night before shutdown
Dec 20, 2024
Our favorite charts of 2024
Dec 19, 2024
Will federal government spending be slashed in 2025?
Dec 17, 2024
CRE closing 2024 on an encouraging note
Dec 16, 2024
December flashlight for the FOMC blackout period
Dec 11, 2024
November CPI preview: Barely budging
Dec 05, 2024
Tailwinds emerge for the Windy City economy
Dec 05, 2024
Purchasing manager's dilemma
Dec 02, 2024
On what authority?
Nov 22, 2024
The state of agriculture: 2025
Nov 18, 2024
October CPI preview: Disinflation is getting harder
Nov 07, 2024
The 2024 U.S. elections: Economic implications
Nov 06, 2024
2024 holiday sales outlook
Oct 28, 2024
November flashlight for the FOMC blackout period
Oct 28, 2024
The economics of the 2024 World Series
Oct 25, 2024
Short-term outlook shaky for animal spirits
Oct 21, 2024
Treasury refunding preview
Oct 18, 2024
Happy fiscal new year!
Oct 01, 2024
Reasons not to panic about looming port strikes
Sep 27, 2024
Is the tide turning for commercial real estate?
Sep 25, 2024
FOMC starts easing cycle with a bang
Sep 18, 2024
September flashlight for the FOMC blackout period
Sep 11, 2024
The economics of college football: 2024 edition
Aug 23, 2024
Will lower mortgage rates ignite the housing market?
Aug 19, 2024
Consumer staying power may come down to credit
Aug 12, 2024
Remember inflation? July CPI preview
Aug 07, 2024
Investing in the future
Aug 07, 2024
Updating our fed funds forecast
Aug 04, 2024
FOMC: 'Twas the meeting before rate cuts
Jul 31, 2024
R-Stargazing: Part II
Jul 29, 2024
R-Stargazing: Part I
Jul 26, 2024
The Sahm Rule signal: On the blink or flashing red?
Jul 25, 2024
Treasury refunding preview
Jul 24, 2024
U.S. election update: Another historic development
Jul 22, 2024
July flashlight for the FOMC blackout period
Jul 22, 2024
Despite the heat, the animal spirits are cooling off
Jul 19, 2024
Stagflation from higher tariffs: 1970s redux?
Jul 18, 2024
Stagflation from higher tariffs:1970s redux?
Jul 18, 2024
Still unstoppable? The U.S. consumer in five charts
Jul 11, 2024
Slow boat from China
Jul 09, 2024
Break in concentration?
Jul 01, 2024
June FOMC: Sitting, waiting, wishing
Jun 12, 2024
May CPI preview: Incremental improvement
Jun 05, 2024
June flashlight for the FOMC blackout period
Jun 03, 2024
Comparing America's national debt to its peers
May 23, 2024
Like there's no tomorrow: Unpacking consumer credit
May 09, 2024
Inventories are quiet...a little too quiet
May 08, 2024
A tale of two surveys
Apr 29, 2024
Treasury refunding preview: Taking a breather
Apr 22, 2024
April flashlight for the FOMC blackout period
Apr 22, 2024
School me once: Student loan cancellation revisited
Apr 17, 2024
The spring spirits have sprung
Apr 12, 2024
Tariffs of the trade
Apr 02, 2024
Wedge issue
Apr 01, 2024
Building the future
Mar 20, 2024
March FOMC meeting: Still building confidence
Mar 20, 2024
March flashlight for the FOMC blackout period
Mar 13, 2024
The 2024 U.S. elections compendium
Mar 07, 2024
Can't grow old without her
Mar 05, 2024
Discretionary spending, the unsung hero
Feb 16, 2024
The economics of Super Bowl LVIII
Feb 08, 2024
The 2024 U.S. elections part I: Setting the stage
Feb 08, 2024
The 2024 U.S. elections: Setting the stage - Part I
Feb 08, 2024
Cost of shipping adjustment: How U.S. trade with Europe could be impacted by carbon pricing
Feb 05, 2024
Unemployment rates have turned up in many states
Feb 01, 2024
Do elections affect economic activity?
Jan 23, 2024
January flashlight for the FOMC blackout period
Jan 22, 2024
What energy dominance means for U.S. trade
Jan 03, 2024
Is this housing market truly different? Part II
Dec 21, 2023
The economics of college football: Playoffs edition
Dec 20, 2023
Our favorite charts of 2023
Dec 19, 2023
Is this housing market truly different? Part I
Dec 12, 2023
The fiscal tailwinds are still blowing
Dec 11, 2023
BNPL: The phantom debt
Dec 04, 2023
December flashlight for the FOMC blackout period
Dec 04, 2023
The office market remains off-kilter
Nov 21, 2023
FOMC appears to be in "hawkish hold" mode
Nov 01, 2023
Who's driving the rebound in labor supply?
Nov 01, 2023
The economics of the 2023 world series
Oct 27, 2023
November flashlight for the FOMC blackout period
Oct 23, 2023
2023 holiday sales outlook
Oct 20, 2023
The spirits are spooked
Oct 12, 2023
Time to rethink excess savings
Oct 05, 2023
Exploring the widening gap between GDP & GDI
Oct 03, 2023
Don't make a mountain out of loan bill
Oct 02, 2023
At stake in the strikes
Sep 28, 2023
Government shutdown: deadline deja vu
Sep 21, 2023
Message from FOMC meeting: higher for longer
Sep 20, 2023
September flashlight for the FOMC blackout period
Sep 11, 2023
The economics of college football 2023
Aug 31, 2023
The state of agriculture 2023
Aug 23, 2023
Is recession coming? Framework says yes
Aug 07, 2023
FOMC goes for a summer hike
Jul 26, 2023
Q2 GDP preview: Shifting drivers, slower growth
Jul 26, 2023
The summer sun warms the spirits
Jul 18, 2023
Breaking down the 2023 FIFA Women's World Cup
Jul 18, 2023
July flashlight for the FOMC blackout period
Jul 17, 2023
Personal savings account
Jul 03, 2023
Overcoming challenges in the disabled community
Jun 30, 2023
FOMC skips June, but signals hikes not done yet
Jun 14, 2023
June flashlight for the FOMC blackout period
Jun 05, 2023
Debt ceiling update: A resolution at last
May 31, 2023
Oh, the places you'll go: Inflation edition
May 22, 2023
Debt ceiling update: A big week ahead
May 22, 2023
Debt ceiling update: X marks the spot
Apr 24, 2023
April flashlight for the FOMC blackout period
Apr 24, 2023
Earth, wind & complier
Apr 20, 2023
Animal Spirits Index negative for 15 straight months
Apr 19, 2023
Credit check: Exploring consumer reliance on credit
Mar 29, 2023
March flashlight for the FOMC blackout period
Mar 17, 2023
Party of one
Mar 08, 2023
The taxman go-eth: Why the saving rate jumped
Feb 27, 2023
FOMC hikes rates and signals yet more to come
Feb 01, 2023
High wage growth probability slips in Q4
Jan 31, 2023
January flashlight for the FOMC blackout period
Jan 23, 2023
Your guide to the looming debt ceiling showdown
Jan 19, 2023
Up close on personal income
Jan 17, 2023
Construction spending 2023 outlook
Jan 13, 2023
Nonfarm payrolls: Too good to be true?
Jan 05, 2023
Our favorite charts of 2022
Dec 16, 2022
FOMC: Onto 2023
Dec 14, 2022
December flashlight for the FOMC blackout period
Dec 05, 2022
The labor market remains solid for America's vets
Nov 10, 2022
The 2022 U.S. midterm elections
Nov 07, 2022
Auto sales & the rise of the civilian fleet
Nov 02, 2022
Consumer staying power by income group
Nov 01, 2022
High wage growth probability sets another record
Oct 28, 2022
The economics of the 2022 World Series
Oct 28, 2022
November flashlight for the FOMC blackout period
Oct 24, 2022
Eating the seed corn
Oct 20, 2022
2022 Holiday sales: The last hurrah
Oct 18, 2022
Update to our fed funds forecast
Sep 27, 2022
The Fed fights on
Sep 21, 2022