Weekly Economic Commentary

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The weekly commentary will not be published over the Labor Day weekend.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 this week, hoping to see if Fed Chair Jerome Powell would provide any clue as to when, or whether, a rate cut would be coming….
Read More WEEK OF AUGUST 22, 2025

Previous Weeks

WEEK OF AUGUST 8, 2025

The political maelstrom following the surprisingly weak jobs report last week has subsided, but the shift in perceptions regarding monetary policy and, importantly, the economy’s performance remains intact. Until recently,…
Read More WEEK OF AUGUST 8, 2025

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

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