Economic & Market Watch
Join Sam Kem for her take on what massive increases in AI-driven debt issuance are about to do to the bond market.
Join Sam Kem for her take on what massive increases in AI-driven debt issuance are about to do to the bond market.
Discover the CFC subject matter experts driving our insights on economic and industry trends.
Amid headlines fixated on Fed moves, the real forces shaping 2026 interest rates are unfolding in places most leaders aren’t yet looking.
Browse back issues of the Economic & Market Watch dashboard and intelligence brief, Economic & Market Watch Quarterly and bonus episodes.
The Fed ends balance sheet normalization, shifting to stabilize short-term rates amid rising money market volatility.
Read the latest economic insights from CFC expert Sam Kem.
Read the latest economic insights from CFC expert Sam Kem.
The new arms race isn’t about splitting atoms—it’s about powering algorithms; but energy is still the real weapon.
Read the latest economic insights from CFC expert Sam Kem.
Statistical progress looks good on paper—but economic context tells a more complex story about American work and prosperity.
Read the latest economic insights from CFC expert Sam Kem.