Weekly Economic Commentary
WEEK OF JULY 10, 2026
Like a pesky neighbor, the US/Iran conflict continues to command unwelcome attention, capturing headlines and bedeviling forecasters striving to look through external shocks. Just as it seemed the energy-induced inflation surge was behind us thanks to the MOU struck in mid- June, hostilities are flaring up again, and so too are oil prices. To be…
Previous Weeks
WEEK OF APRIL 24, 2026
The week began with more questions than answers and ended much the same way. Topping the list of unresolved issues is the Mideast conflict, which continues to have no end…
WEEK OF APRIL 17, 2026
Reports that Iran has reopened the Strait of Hormuz on Friday morning is clearly good news for the financial markets and global economy, as it would arrest the oil-induced inflationary…
WEEK OF APRIL 10, 2026
With a tenuous cease fire in effect hopes are running high that the unwinding of the oil surge will continue and return a sense of calm to the financial markets…
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…
WEEK OF MARCH 27, 2026
Despite President Trump’s decision to postpone the deadline for Iran to open the Strait of Hormuz — and delay bombing of Iran’s power plants – for another 10 days, the…
WEEK OF MARCH 20, 2026
A widely admired principle states that when you’re surrounded by chaos, seek out the calmest person in the room for direction. That search is ongoing, but Fed chair Powell represented…
WEEK OF MARCH 13, 2026
The fog of war is shrouding the economic outlook, and only time and the amount of devastation will determine the ultimate outcome. Aside from human lives, the oil market has…
WEEK OF MARCH 6, 2026
It will take time for the dust to settle, but Friday’s employment report clearly kicked up a sandstorm, prompting markets, pundits and oddsmakers to reassess the economic landscape and the…
WEEK OF FEBRUARY 27, 2026
The Federal Reserve could not be happy with the hotter than expected print for wholesale prices released on Friday. The PPI increased by an outsized 0.5 % in January following…
WEEK OF FEBRUARY 20, 2026
Tensions are escalating on a number of fronts, from military developments, conflicting economic data and, somewhat surprisingly, a Supreme Court ruling on Friday upending the administration signature trade policies. The…
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