Weekly Economic Commentary

WEEK OF AUGUST 1, 2025

The debate over whether the economy is responding more to tariffs or interest rates will undoubtedly heat up, as the week’s busy calendar of data only added fuel to the fire. One thing is clear: following Friday’s jobs report, the financial markets dramatically repriced the odds of a rate cut in September, giving it more…
Read More WEEK OF AUGUST 1, 2025

Previous Weeks

WEEK OF APRIL 19, 2024

The notable baseball philosopher, Yogi Berra, purportedly said that’s making predictions is hard “especially about the future”. Federal Reserve officials, as well as investors, are learning that lesson the hard…
Read More WEEK OF APRIL 19, 2024

WEEK OF APRIL 5, 2024

They did it again. In what’s become a distressingly common occurrence, the Labor Departmentrevealed another upside surprise on the jobs front, revealing that the economy created an eyeopening 303 thousand…
Read More WEEK OF APRIL 5, 2024

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