Weekly Economic Commentary
WEEK OF APRIL 3, 2026
President Trump’s speech on nationwide TV Wednesday did little to calm the markets or provide assurance that the Mideast war will end sooner rather than later. The overriding impression garnered from his comments is that the prospect of an escalation of hostilities is just as likely as a diplomatic ceasefire. That left the markets mired…
Previous Weeks
WEEK OF JANUARY 16, 2026
A big fear during the government shutdown was that the data blackout might be cloaking fundamental shifts in the economy even as it kept policymakers mostly in the dark and,…
WEEK OF JANUARY 9, 2026
With the jobs report for December now on the books, it’s time to say a not-so-fondly goodbye to 2025. To be sure, the data are preliminary and subject to revision,…
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…
WEEK OF DECEMBER 12, 2025
The Fed followed the expected script this week, cutting rates by another quarter-percentage point, the third consecutive cut since September. If there was any drama at the gathering, it concerned…
WEEK OF DECEMBER 5, 2025
The backfilling of data continues apace, providing more evidence of the economy’s performance before the government shutdown. Nothing too revelatory is coming to the surface, as incoming information confirms general…
WEEK OF NOVEMBER 28, 2025
With the government reopened and the data mills humming once again, the health of the economy is gradually coming into better focus. Unfortunately, clarity is still elusive for what transpired…
WEEK OF NOVEMBER 21, 2025
Better late than never. Nearly seven weeks behind schedule the Labor Department is back in business and released the all-important employment report for September. That’s ancient history for a job…
WEEK OF NOVEMBER 14, 2025
Now that that government door has reopened, we anxiously await the data blitz that will soon hit the headlines. The jobs report for September should be released fairly soon, as…
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…
WEEK OF OCTOBER 31, 2025
Unless rational minds take the mantle in Congress, we are inexorably barreling towards the longest government shutdown on record. By next week, the previous 35-day record of longevity set in…
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