Weekly Economic Commentary
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, and a bevy of other reports capturing year-end activity is yet to come. But jobs are the main engine of growth, and its trend provides…
Previous Weeks
WEEK OF FEBRUARY 21, 2025
Amid a light calendar of economic data, uncertainty continued to escalate among investors and traders this week. The elephant in the markets, of course, is the topsy-turvy world of tariff…
WEEK OF FEBRUARY 14, 2025
Inflation concerns heated up this week, ignited by reports showing stronger than expected increases in consumer and wholesale prices in January. Unsurprisingly, the attention-getting headlines solidified the growing perception that…
WEEK OF FEBRUARY 7, 2025
How you look at this Friday’s jobs report depends on whether you are a half-full or half-empty type of person. Those with a more jaundiced view of the world will…
WEEK OF JANUARY 31, 2025
This weeks calendar was packed with economic news, headlined by the Federal Reserves first policy meeting of 2025. As expected, the Fed kept its finger on the pause button, putting…
WEEK OF JANUARY 24, 2025
This week was a quiet time for economic data, but the floodgates will open next week with a slew of key reports on consumer spending and inflation for December as…
WEEK OF January 17, 2025
Last week the economy delivered good news for Main Street (strong job growth), but bad news for Wall Street (higher interest rates). This week, the news cycle flipped the script…
WEEK OF JANUARY 10, 2025
Its been a rough ride in the financial markets over the past month. The S&P 500 has fallen by more than 4 percent since hitting a nearby peak on December…
WEEK OF DECEMBER 27, 2024
The modest Santa rally was rudely interrupted on Friday, as prices slumped amid light trading during this holiday-shortened week. Meanwhile, bond yields continued to tilt higher since the Fed announced…
WEEK OF DECEMBER 20, 2024
The financial markets are still reeling in the aftermath of the hawkish rate cut by the Fed this week. Stock prices plunged on the day of the Fed meeting on…
WEEK OF DECEMBER 13, 2024
The tail-end of the holiday shopping season is rapidly approaching; by all accounts consumers are in a festive mood, keeping their wallets open and purse strings loose. But for the…
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