Weekly Economic Commentary
WEEK OF MARCH 13, 2026
The fog of war is shrouding the economic outlook, and only time and the amount of devastation will determine the ultimate outcome. Aside from human lives, the oil market has so far been the primary victim of the Mid-East conflagration; but the energy sector’s tentacles reach far and wide and the longer tensions persist, the…
Previous Weeks
WEEK OF November 29,2024
The debate in the financial markets regarding Trumps tariff proposals what they imply for inflation, supply chains, currency adjustments and the response by trading partners — continued apace in this…
WEEK OF NOVEMBER 22, 2024
The post-election tremors in the financial markets are gradually subsiding, as the calendar moves further away from November 5 and acceptance sets in. that said, policy uncertainty remains an albatross…
WEEK OF NOVEMBER 15, 2024
With the presidential and congressional races now settled, a key source of uncertainty has been resolved. Not so with the policy proposals or how they will be accepted by incoming…
WEEK OF NOVEMBER 8, 2024
The headline-grabbing presidential election took center stage this week, and the outcome is still reverberating through the financial markets. Stocks continued to stage an unprecedented post-election rally through Friday although…
WEEK OF NOVEMBER 1, 2024
The vibe-recession may still be alive and well, but incoming data, if sustained, is sure to loosen its grip. While economic data may not be the best measure of happiness,…
WEEK OF OCTOBER 25, 2024
All eyes will be laser-focused on next weeks jobs report, the key monthly data print that is the primary mover of markets and perceptions about the health of the economy…
WEEK OF OCTOBER 18, 2024
The week data calendar confirms that the economy ended the third quarter on a strong note, belying the notion it is running out of fuel. Starting with the robust jobs…
WEEK OF October 11, 2024
Following the blockbuster jobs report last week, there was extra scrutiny placed on this weeks inflation reports. The overriding question is whether the data would validate or undercut the Feds…
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…
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