Weekly Economic Commentary
WEEK OF NOVEMBER 7,2025
While the Fed dithers over whether preventing job losses or hotter inflation should receive more attention, it may get help from an unexpected source. The Supreme Court is currently hearing arguments over the legality of the Trump administration’s tariff blitz, having to decide whether it is justified by the International Emergency Economic Powers Act. If it…
Previous Weeks
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…
WEEK OF JULY 19, 2024
The debate over when the Federal Reserve should start cutting rates is continuing apace, with no clear resolution in sight over the near future. Unfortunately, incoming data is not providing…
WEEK OF JULY 12, 2024
The Labor Department delivered a triple-crown winner on the inflation front this week, as a surprisingly benign CPI report boosted the fortunes of consumers, workers, and policy makers. Whether the…
WEEK OF JUNE 28, 2024
There will be no commentary over the July 4 holiday. The next weekly will be published on July 11. Once again, reports on the death of consumer spending are premature…
WEEK OF JUNE 21, 2024
The soft-landing narrative is once again in the forefront, as most economic reports are coming in softer than expected and inflation continues to cool. Last week’s headlines featured the soft…
WEEK OF JUNE 14, 2024
It’s been a while since the hard economic and inflation data delivered unequivocal good news for traders and investors. True, one might quibble as to whether a spike in applications…
WEEK OF JUNE 7, 2024
Friday’s robust monthly employment report silenced a nascent whisper campaign that a July rate cut by the Fed was on the table. That notion was spurred by a string of…
WEEK OF MAY 31, 2024
The latest spate of Fed speakers did little to squelch market concerns that interest rates would be held at elevated levels for the foreseeable future. Indeed, market sentiment of late…
WEEK OF MAY 24, 2024
The good news is bad news narrative roiled the financial markets this week. It’s no secret that traders are looking for signs that the economy is cooling off, taking the…
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