Weekly Economic Commentary
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 in October and November, as only sketchy data for the former has been collected, and information for November is still being gathered. Hence, when the…
Previous Weeks
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…
WEEKLY ECONOMIC COMMENTARY – WEEK OF JUNE 6, 2025
It may be the calm before the storm, but the markets are heaving a big sigh of relief that the chaotic tariff policy, heightened uncertainty and downbeat household confidence have…
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…
WEEK OF MAY 23, 2025
The highlight of the week once again came out of Washington, and this time it did not only involve tariffs. On Thursday, House Republicans narrowly passed a major reconciliation bill…
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…
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…
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…
WEEKLY ECONOMIC COMMENTARY APRIL 25, 2025
By recent standards it was a relatively calm week on the policy front as President Trump dialed down his tariff threats, hinting at a de-escalation of tensions with China, and…
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