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 [email protected]. 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 fuel AI computing power with 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 [email protected].

Contact the Economic & Market Watch team at [email protected].
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 [email protected]. 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 asks whether AI adoption will still produce real growth when the price goes up.

Contact the Economic & Market Watch team at [email protected].
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, for her take on what massive increases in AI-driven debt issuance are about to do to the bond market.

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

This week, we're bringing you excerpts from our 2026 Industry and Economic Trends Report. Join CFC experts John Suter, vice president of economic research, and Jan Ahlen, vice president, utility research and policy, for their takes on the trends our research teams expect will shape 2026.

• Visit the full Trends Report for more, including PDF transcripts of Jan and John's videos.

For questions and requests about industry research topics, please contact [email protected].

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

• In this week's brief: Is it the Economy?

Hint: It's not a riddle. Join Antony Davies, director of economic research at CFC, as he surveys forecasts for the economy in the year ahead.

Also, in this week's brief: Comparing 2026 Economic Forecasts.

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

Join CFC economic experts John Suter, Sam Kem and Antony Davies as they discuss what economic topics bothered them most in 2025, its biggest economic surprises, and the top three episodes of the year:

1. What If China Sold Off US Treasurys?
2. An Eight-Year Deadline for Social Security
3. Americans Should Be Feeling Great About the Economy, Right?

Contact the Economic & Market Watch team at [email protected].
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, and Chris Whittle, energy industry analyst of CFC’s Utility Research & Policy team, as they discuss how investment in data centers is reshaping how cooperatives think about infrastructure, growth and reliability.

See the Issue Brief mentioned in the episode:
Powering the AI Boom: What Data Center Growth Means for Electric Cooperatives

For questions and requests about industry research topics, please contact [email protected].

Contact the Economic & Market Watch team at [email protected].
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 looks at how changes in American houses change the idea of success in the American housing market.

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