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Coming into the year, Goldman Sachs Research expected the transition from a tariff drag in 2025 to a tax-cut boost in 2026 to generate above-potential GDP growth in 2026.
Read Full Analysis April 11, 2026Federal Reserve: The authors estimate that the tariffs implemented through November of 2025 can explain the entirety of excess inflation in the core goods category and contributed to a 0.8 percent boost in core PCE prices through February 2026.
Read Full Analysis April 4, 2026Liz Ann Sonders, Schwab: March nonfarm payrolls +178k vs. +65k est. & -133k in prior month (rev. down from -92k)…best month since December 2024
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