Weekly Economic Commentary
WEEK OF NOVEMBER 7,2025
While the Fed dithers over whether preventing job losses or hotter inflation should receive more attention, it may get help from an unexpected source. The Supreme Court is currently hearing arguments over the legality of the Trump administration’s tariff blitz, having to decide whether it is justified by the International Emergency Economic Powers Act. If it…
Previous Weeks
WEEK OF OCTOBER 31, 2025
Unless rational minds take the mantle in Congress, we are inexorably barreling towards the longest government shutdown on record. By next week, the previous 35-day record of longevity set in…
WEEK OF OCTOBER 24, 2025
The window of economic news opened a crack on Friday, as the government recalled statisticians from the Labor Department to produce the September consumer price report, a necessary action to calculate…
WEEK OF OCTOBER 17, 2025
As the shutdown enters its third week, the sun is still shining on the economic landscape. But the longer it persists, the sooner will the clouds start to darken. Already…
WEEK OF OCTOBER 10, 2025
It was another quiet week on the data front, as the government shutdown extended to its tenth day as of this writing, with no end in sight. That said, one…
WEEK OF OCTOBER 3, 2025
We thoroughly expected to delve into the all-important September jobs report this morning but, of course, the BLS, the agency responsible for releasing the report, is shut down along with…
WEEK OF SEPTEMBER 26. 2025
The economic tailwinds continue to gather strength, pushing the early-year slog in activity further back in the rear-view mirror. Even the downtrodden housing sector provided some upbeat data this week,…
WEEK OF SEPTEMBER 19, 2025
Amid a busy data calendar, the Federal Reserve took center stage this week and much of the drama took place behind the scenes. Heading into the much-anticipated policy meeting it…
WEEK OF SEPTEMBER 12, 2025
It’s party time for Fed watchers, as policymakers are expected to add more punch to the bowl this coming week. Following a ten-month abstention, officials are likely to resume the…
WEEK OF SEPTEMBER 5, 2025
The continued slowdown in job growth last month will not please the administration, but at least it wasn’t blindsided by the astonishing downward revisions to previous months that appeared in…
WEEK OF AUGUST 22, 2025
The weekly commentary will not be published over the Labor Day weekend. The next issue will be published on September 5. All eyes were on the annual Jackson Hole symposium…
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