Join Antony Davies, director of economic research at CFC, as he explains why consumer sentiment hit an all-time low—since 1952—last month.

Sources:

• Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis Fed
• Income After Taxes: Income After Taxes by Quintiles of Income Before Taxes: Lowest 20 Percent (1st to 20th Percentile) (CXUINCAFTTXLB0102M) | FRED | St. Louis Fed
• Income After Taxes: Income After Taxes by Quintiles of Income Before Taxes: Third 20 Percent (41st to 60th Percentile) (CXUINCAFTTXLB0104M) | FRED | St. Louis Fed
• Income After Taxes: Income After Taxes by Quintiles of Income Before Taxes: Highest 20 Percent (81st to 100th Percentile) (CXUINCAFTTXLB0106M) | FRED | St. Louis Fed
• 30-Year Fixed Rate Mortgage Average in the United States (MORTGAGE30US) | FRED | St. Louis Fed
• Median Sales Price of Houses Sold for the United States (MSPUS) | FRED | St. Louis Fed

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join Sam Kem, senior economic research analyst at CFC, as she examines the origins of economics and questions whether today's economists are just custodians of data or architects of ideas.

Mentioned on the show:

• From Philosopher to Technocrat: Economists Have Evolved
• Uncovering Hidden Flaws in 250 Years of US Worker Data

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.
Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join Antony Davies, director of economic research at CFC, as he explains how the Federal Open Market Committee is caught between a rock and a hard place.

Sources:

• Personal Consumption Expenditures: Chain-type Price Index
  https://fred.stlouisfed.org/graph/fredgraph.png?g=1TH03&height=490
• Unemployment Rate
  https://fred.stlouisfed.org/graph/fredgraph.png?g=1T5ys&height=490
• Consumer Price Index for All Urban Consumers
  https://fred.stlouisfed.org/graph/fredgraph.png?g=1TlC3&height=490

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join CFC expert John Suter, vice president of economic research, as he explores the $110,000 difference between the federal poverty line and the line drawn in a viral Substack article.

Sources:

• Federal Register — Annual Update of the HHS Poverty Guidelines
• Michael W. Green — Part 1: My Life Is a Lie
• MIT — Living Wage Calculator
• Economic Policy Institute — Family Budget Calculator

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.

Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join Sam Kem, senior economic research analyst at CFC, as she outlines the effects of the conflict on energy costs, gasoline prices, inflation, bonds and U.S. financial markets.

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.
Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join Antony Davies, director of economic research at CFC, as he puts a sudden movement in the 10-year Treasury yield and a major revision in jobs numbers into perspective.

Also, in this week's brief and dashboard: Economic Output Produced per GWh.

Sources:

• Technical Notes for the CES-National Benchmark
• US 10 Year Treasury Note Yield - Quote - Chart - Historical Data - News

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join CFC researchers Sam Kem and Chris Whittle as they look at the risks of building large-scale, long-duration infrastructure to power a commodity—AI computing power—with expected, but uncertain, future demand.

Mentioned on the show:

• The Data Center Surge: What 2026’s Fastest-Growing Sector Means for Utilities
• Economic & Market Watch: ⁠A Buyer's Market for Credit
• Economic & Market Watch: ⁠Don't Budget for AI Costs to Hold Steady

For questions and requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop.

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.
Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join Antony Davies, director of economic research at CFC, as he considers the effects the largest intergenerational transfer of wealth in history may have on the U.S. economy.

Economic & Market Watch Brief, February 2, 2026:
The Great Wealth Transfer

Sources:

• The Great Wealth Transfer and its Implications for the American Economy – Michigan Journal of Economics
• Actuarial Life Table
• United States Population by Age and Sex
• Visualizing America's Wealth by Generation
• The Fed - Distribution: Distribution of Household Wealth in the U.S. since 1989
• U.S. wealth distribution over time by generation 2025| Statista
• Federal Reserve Bank of Boston – Estimating the Marginal Propensity to Consume
• MPC heterogeneity and household balance sheets.pdf
• Financial concerns and the marginal propensity to consume – Bank Underground
• Federal Reserve Bank of New York – What Would You Do With $500
• Study: 66% of Young Americans Expect to Benefit from Great Wealth Transfer
• Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis Fed

Also, in this week's brief: How Tech Revolutions Impact Jobs.

Contact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions.