Research and analysis of economic trends and developments
November 25, 2025
Benjamin Hoham and Fang Yang
Analysts have taken notice of the large share of total U.S. spending attributable to the very highest earners. The concerns are that the emergence of K-shaped growth—bifurcated activity at an elevated rate among high earners and much more restrained among most others—may put the U.S. in greater economic peril.
November 20, 2025
Cameron Barrett
The One Big Beautiful Bill Act, a broad package of federal spending and tax policies signed into law in July 2025, spells trouble for the residential solar industry.
November 18, 2025
J. Scott Davis and Lillian Derr
While recent levels of government borrowing have been high, private savings by U.S. residents have been elevated as well. As a result, overall borrowing for the entire U.S economy has been remarkably stable.
November 4, 2025
Garrett Golding and Reid Taylor
Many Texas residents remain skeptical about the reliability of the electric grid since massive dayslong outages in February 2021. Notably, the power supply situation has since improved, with capacity added over the past two years, primarily from solar and a tripling of battery storage capacity.
October 16, 2025
Jesus Cañas, Diego Morales-Burnett and Luis Torres
The Mexican economy grew during the first half of 2025, surprising analysts who had anticipated a recession. However, the outlook is weak, with the consensus forecast implying economic slowdown during the second half.
October 14, 2025
Michael D. Plante and Isabelle Tseng
Commercial interests are striving to bring new lithium projects online in the U.S. at a time of growing desire to reduce reliance on China-dominated supply chains and with expectations that global demand could double over the next five years.
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Dallas Fed Economics
