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. 

Join Antony Davies, director of economic research at CFC, as he breaks down the costs of shutting down.

Sources:

• PGPF Chart Pack: The U.S. Budget 
• A Quantitative Analysis of the Effects of the Government Shutdown on the Economy Under Three Scenarios, as of October 29, 2025
• Government Shutdowns Q&A: Everything You Should Know-Tue, 09/16/2025 - 12:00 | Committee for a Responsible Federal Budget
• Federal Government Shutdown Begins: What It Means for Rural Communities - Rural County Representatives Of California
• The Federal Government Shutdown Could Compound Financial Insecurity Among Nonprofits | Urban Institute 
• Funding Gaps and Shutdowns in the Federal Government | US House of Representatives: History, Art & Archives

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 expert John Suter, vice president of economic research, as he compares the slump in manufacturing and the boom in AI.

Economic & Market Watch is on hiatus Thanksgiving week and will return December 1.

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, as she discusses energy's workforce challenge with Alisha Pinto, senior energy industry analyst of CFC's Utility Research & Policy team.

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 explores the many measures of inflation.

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 expert John Suter, vice president of economic research, for a look at the under-appreciated reason the S&P 500 is setting record highs in a slowing economy.

Mentioned in this episode:
https://cfcsolutions.transistor.fm/episodes/why-arent-higher-tariffs-raising-prices-october-20-2025

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.