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 AUGUST 15, 2025
The government pressure on the Fed to cut rates next month has reached a fever pitch, with the president, Treasury secretary and other administration officials, not to mention some members…
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,…
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…
WEEK OF JULY 25, 2025
We are entering the dog days of summer, and the oppressive heat and humidity are, on schedule, buffeting the weather-weary victims of Mother Nature. Another target taking the heat is…
WEEK OF JULY 18, 2025
Once again, the U.S. economy is showing that it is not ready to roll over in the face of higher tariffs and other distractions that many thought would be taking…
WEEK OF JULY 11, 2025
The on-again, off-again tariff threats were in full display this week, as President Trump once again postponed the levies that were scheduled to take effect on July 9, giving trading…
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…
WEEK OF JUNE 27, 2025
Judging by the performance of the financial markets, the sun is shining brightly on the economic landscape. Stock prices are racing to new highs, bond yields are falling, and investors…
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…
WEEK OF JUNE 13, 2025
The Federal Reserve has long insisted that its policy decisions are data dependent, not forecast dependent. For the most part, the mix of data since it paused the rate-cutting campaign…
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