This report is one of a series on the adjustments we make to convert GAAP data to economic earnings. Reported earnings don’t tell the whole story of a company’s profits. They are based on ...

Fed-funds futures traders were pricing in a 51% likelihood on Tuesday that the central bank will cut rates in three quarter-point increments by December, up from 45% a day ago, according to the CME ...

As investors cheered Federal Reserve Chair Jerome Powell's signal on Friday of possibly lower interest rates, there was one downside to traders' expectations for rate cuts to stretch into 2026: the ...

Over the past few years, we have observed an inverse relationship between share prices in the REIT sector and interest-rate movements. We believe a major reason is that all commercial real estate ...

The natural rate of interest, also known as r-star, is a key variable for analyzing fiscal and monetary policy. A novel method of measuring this rate for the euro area uses a yield curve model ...