Weekly Economic Commentary
WEEK OF AUGUST 8, 2025
The political maelstrom following the surprisingly weak jobs report last week has subsided, but the shift in perceptions regarding monetary policy and, importantly, the economy’s performance remains intact. Until recently, the U.S. economy has been widely hailed for its resilience, bucking the myriad headwinds from tariffs, the geopolitical tensions they created, downbeat consumer confidence and…
Previous Weeks
WEEK OF OCTOBER 4, 2024
One big external shock was taken off the table late Thursday, when the longshoremen agreed to suspend their strike until January, allowing negotiations to continue. With the ports reopening, the…
WEEK OF SEPTEMBER 27, 2024
The Federal Reserve with its jumbo half-point rate cut dominated the headlines last week, spurring a panoply of questions as to whether it was the right size, how fast will…
WEEK OF SEPTEMBER 20, 2024
With the Feds aggressive half-point rate cut this week, the direction of travel has been set in motion, and a speed limit dialed into the dashboard. To be sure, monetary…
WEEK OF SEPTEMBER 13, 2024
The debate over whether the Fed will cut rates by 25 or 50 basis points at next weeks FOMC meeting is still unsettled, but the odds for the smaller cut…
WEEK OF SEPTEMBER 6, 2004
Amid this summers sweltering heat, a cooling trend is wafting through the labor market. The chilling effect is just what the Fed ordered as long as it doesn’t result in…
WEEK OF AUGUST 23, 2024
The weekly will not be published over the Labor Day weekend. The next issue will be September 6, the day the August employment report is released. While this week featured…
WEEK OF AUGUST 16, 2024
The Federal Reserve is a deliberative body that does not have the audacity to declare “mission accomplished” in its quest to achieve a soft landing. But it can justifiably savor…
WEEK OF AUGUST 9, 2024
First impressions are never a good look in economics. Not only do they often mislead investors, but they can also spur misguided efforts to influence policy. That notion was on…
WEEK OF AUGUST 2, 2024
The conversation about the Federal Reserve and the economy underwent a dramatic shift on Friday with the release of the all-important monthly jobs report. Traders and investors abruptly abandoned all…
WEEK OF JULY 26, 2024
We always gave low odds that the Fed would cut rates at next week’s FOMC meeting, and the surprisingly vigorous GDP report for the second quarter only confirms that view…
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