Weekly Economic Commentary
WEEK OF MARCH 13, 2026
The fog of war is shrouding the economic outlook, and only time and the amount of devastation will determine the ultimate outcome. Aside from human lives, the oil market has so far been the primary victim of the Mid-East conflagration; but the energy sector’s tentacles reach far and wide and the longer tensions persist, the…
Previous Weeks
WEEK OF MARCH 6, 2026
It will take time for the dust to settle, but Friday’s employment report clearly kicked up a sandstorm, prompting markets, pundits and oddsmakers to reassess the economic landscape and the…
WEEK OF FEBRUARY 27, 2026
The Federal Reserve could not be happy with the hotter than expected print for wholesale prices released on Friday. The PPI increased by an outsized 0.5 % in January following…
WEEK OF FEBRUARY 20, 2026
Tensions are escalating on a number of fronts, from military developments, conflicting economic data and, somewhat surprisingly, a Supreme Court ruling on Friday upending the administration signature trade policies. The…
WEEK OF FEBRUARY 13, 2026
Like the fictional King of Siam who grappled with what he knows and what he doesn’t know, so too must economists as well as the Fed view this week’s batch…
WEEK OF FEBRUARY 6, 2026
To say it was a topsy-turvy week in the markets would be an understatement, as extreme volatility buffeted stocks, bonds and commodities. Gold and silver suffered their biggest one-day plunge…
WEEK OF JANUARY 30, 2026
The financial markets dodged two potential disrupters this week, as the choice of a new Federal Reserve Chair was revealed and another government shutdown was avoided. President Trump’s chosen nominee…
WEEK OF JANUARY 23, 2026
If Benjamin Franklin was alive and able to amend his most popular quote, he might add uncertainty to death and taxes as the only sure events in life. Admittedly, we…
WEEK OF JANUARY 16, 2026
A big fear during the government shutdown was that the data blackout might be cloaking fundamental shifts in the economy even as it kept policymakers mostly in the dark and,…
WEEK OF JANUARY 9, 2026
With the jobs report for December now on the books, it’s time to say a not-so-fondly goodbye to 2025. To be sure, the data are preliminary and subject to revision,…
WEEK ENDING DECEMBER 19, 2025
Unless meaningful data comes out over the holidays, this will be the last full weekly for 2025, although we may publish a truncated version before the end of the year…
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