Weekly Economic Commentary

WEEK OF AUGUST 1, 2025

The debate over whether the economy is responding more to tariffs or interest rates will undoubtedly heat up, as the week’s busy calendar of data only added fuel to the fire. One thing is clear: following Friday’s jobs report, the financial markets dramatically repriced the odds of a rate cut in September, giving it more…
Read More WEEK OF AUGUST 1, 2025

Previous Weeks

WEEK OF JULY 3, 2025

A confusing economic backdrop got a bit more muddled on Thursday, thanks to a jobs report that featured topline strength overlaying a softer underbelly. For a data-dependent Fed, the task…
Read More WEEK OF JULY 3, 2025

WEEK OF JUNE 20, 2025

The Federal Reserve’s policy meeting this week yielded more questions than answers for the market to digest. As expected, rates were kept unchanged for the fourth consecutive meeting, leaving the…
Read More WEEK OF JUNE 20, 2025

WEEK OF MAY 30, 2025

With the courts echoing President Trump’s on-again, off-again tariff decrees, the only sure thing the markets can count on is that the prolonged period of uncertainty is poised to continue…
Read More WEEK OF MAY 30, 2025

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