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A February 2026 Liberty Street Economics study by the Federal Reserve Bank of New York finds that U.S. firms and consumers bore nearly 90% of the economic burden from tariffs imposed in 2025, with over half of businesses raising prices within a month.
President Trump signed an executive order directing the Pentagon to enter long-term power purchase agreements with coal-fired plants and allocated $175 million to upgrade facilities in West Virginia, Ohio, North Carolina, and Kentucky.
Chinese ports handled 40% more containers in the week ending Feb. 1 compared to a year ago, the fastest year-over-year growth in over 12 months, defying expectations that Trump's tariffs would cripple trade flows.
Federal employment fell to 2.686 million in January 2026, a number not seen since the Johnson administration. The reductions have disrupted services and triggered economic ripple effects across the country.
The Supreme Court is expected to rule imminently on whether IEEPA authorizes presidential tariffs. Lower courts have already ruled against the administration, and a loss could trigger billions in refunds and upend Trump's trade agenda.
Coca-Cola announced that CEO James Quincey will become Executive Chairman while Henrique Braun takes over as CEO, marking the first leadership change at the $270 billion company since 2017.
The Congressional Budget Office publishes its annual 10-year baseline projections today, reflecting the 2025 reconciliation act, higher tariffs, and reduced immigration for the first time.
The Congressional Budget Office publishes its annual 10-year baseline projections today, reflecting the 2025 reconciliation act, higher tariffs, and reduced immigration for the first time.
The US signed trade deals with India (Feb 2), Argentina (Feb 5), and Bangladesh (Feb 9) in a rapid-fire sequence that signals a shift from tariff confrontation to deal-making. Bangladesh's tariffs drop to 19% with a zero-tariff textile provision.
Dallas Fed President Lorie Logan said current rates may already be at a neutral level and that cooling inflation alone won't trigger more cuts. Only 'material' labor market weakness would change her mind.
The Commerce Department is designing tariff carve-outs for US hyperscalers tied to TSMC's $165 billion American manufacturing commitment, balancing trade policy with AI infrastructure needs.
Falling Treasury yields are reigniting demand for dividend-paying stocks as the Dow hits record highs. Investors are rotating into blue chips offering 3% to 5% yields as bond returns diminish.