PNC Economics Research

Core inflation hotter than expected, October hike back in play

Core CPI came in above expectations, increasing 0.33% against an expectation of 0.2%.

October 14 2026 | Brian LeBlanc

Revolutionary Technologies, Capex Cycles, and the Winding Path to Productivity

The potential impact of generative AI on the economy is likely to be profound and it bears all the hallmarks of a general-purpose technology.

October 08 2026 | Gagan Singh, Rayhan Momin, Brian LeBlanc, Justin Rosenkaimer

Job growth weaker than expected in September, keeping the Fed on hold in October

The economy added 29k jobs in September, well below expectations.

October 02 2026 | Brian LeBlanc, Rayhan Momin

Consumer Health Check

Using PNC’s proprietary data to illuminate trends and risks shaping U.S. consumer health.

Read Consumer Health Check

Data Releases

Initial Jobless Claims Slip Below 200K

Initial jobless claims fell slightly in the week ending October 17.

October 22 2026 | Jay Hawkins

The Conference Board Leading Economic Index Was Flat in September

The Conference Board Leading Economic Index (LEI) was unchanged in September.

October 22 2026 | Jay Hawkins

Housing Starts and Permits Declined in September

Total housing starts fell for a third straight month in September, down 5% to 1.221 million.

October 20 2026 | Ershang Liang

Homebuilder Confidence Fell to a 14-Year Low in October 2026

Homebuilder confidence fell to its lowest level since 2012.

October 19 2026 | Ershang Liang

Industrial Production Jumped in September to Close to Record High

Industrial production rose 0.7% in September.

October 16 2026 | Gus Faucher

Solid Gain in Retail Sales in September, MuchDue to Higher Gas Prices

Retail sales rose 0.8% in September, well above the consensus expectation.

October 15 2026 | Gus Faucher

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Published semi-annually, PNC's survey of small and mid-size business owners' expectations for their own businesses' performance, and their outlook for the national and regional economies are described in detail (available in March and September).

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