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The weekly commentary will not be published over the Labor Day weekend.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 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

WEEK OF MAY 15, 2025

The stagflation case lost some credibility this week, as fresh data revealed an economy that remains resilient and an inflation backdrop that is once again cooling. Meanwhile, tariffs continue to…
Read More WEEK OF MAY 15, 2025

WEEK OF MAY 9, 2025

The Federal Reserve’s policy meeting took center stage amid a light data calendar this week. With no quarterly projections to mull over (the next Summary of Economic Projections will be…
Read More WEEK OF MAY 9, 2025

WEEK OF MAY 2, 2025

Despite ominous signs of a slumping economy, linked to tariff anxiety, the supporting evidence has yet to appear. True, the broadest measure of the economy’s overall performance in the first…
Read More WEEK OF MAY 2, 2025

WEEK OF APRIL 4, 2025

The aftershocks of Trump’s onslaught of tariff announcements are still reverberating through the financial markets, adding another layer of uncertainty that has buffeted households and businesses for months. At the…
Read More WEEK OF APRIL 4, 2025

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