Weekly Economic Commentary

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. We would like to wish all of our readers a happy and prosperous holiday season. On the surface, the Fed has to be pleased with…
Read More WEEK ENDING DECEMBER 19, 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

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