Weekly Economic Commentary
WEEK OF JANUARY 30, 2026
The financial markets dodged two potential disrupters this week, as the choice of a new Federal Reserve Chair was revealed and another government shutdown was avoided. President Trump’s chosen nominee for the Fed Chair, Kevin Warsh, is less controversial than some of the other names bandied about and is more likely to be confirmed by…
Previous Weeks
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…
WEEK OF APRIL 18, 2025
A cynic might say that there is method to the madness that some believe is driving the chaotic tariff blitz roiling the financial markets. While the markets are climbing a…
WEEK OF APRIL 11, 2025
The shape-shifting nature of President Trump’s tariff threats continued to roil the financial markets this week, producing one of the wildest gyrations in stock and bond prices seen outside of…
WEEK OF APRIL 4, 2025
The aftershocks of Trump’s onslaught of tariff announcements are still reverberating through the financial markets, adding another layer of uncertainty that has buffeted households and businesses for months. At the…
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