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Radar 001: three fourth-quarter scenarios, the AI cash-flow test and the evidence that could change our reading. Exclusive analysis, sources and thesis tracking.Lisa Cook distinguishes immediate demand for power and construction from possible later productivity gains.The next phase of Copilot and the investor’s productivity test.The Federal Reserve opened consultation on reserves and authorisation for supervised issuers.The U.S. current-account deficit resulting from international economic transactions widened by $33.4 billion, or 15.7 percent, to $246.0 billion in the second quarter of 2026, according to statistics released today by the U.S. Bureau of Economic Analysis. The revised first-quarter deficit was $212.6Speech At “Housing Affordability 2026: A Community Development Summit,” hosted by the Federal Reserve Bank of Chicago, Chicago, IllinoisSpeech At the 2026 U.S. Treasury Market Conference, Federal Reserve Bank of New York, New York, New York
