Weekly Economic Commentary
WEEK OF AUGUST 7, 2026
Friday’s all-important monthly jobs report highlighted the old maxim that occasionally resurfaces, namely that bad news on Main Street is good news on Wall Street. For some time, the focus among investors as well as the Federal Reserve was on inflation, which has been running above its 2 percent target for more than five years…
Previous Weeks
WEEK OF MAY 15, 2025
The stagflation case lost some credibility this week, as fresh data revealed an economy that remains resilient and an inflation backdrop that is once again cooling. Meanwhile, tariffs continue to…
WEEK OF MAY 9, 2025
The Federal Reserve’s policy meeting took center stage amid a light data calendar this week. With no quarterly projections to mull over (the next Summary of Economic Projections will be…
WEEK OF MAY 2, 2025
Despite ominous signs of a slumping economy, linked to tariff anxiety, the supporting evidence has yet to appear. True, the broadest measure of the economy’s overall performance in the first…
WEEKLY ECONOMIC COMMENTARY APRIL 25, 2025
By recent standards it was a relatively calm week on the policy front as President Trump dialed down his tariff threats, hinting at a de-escalation of tensions with China, and…
WEEK OF APRIL 18, 2025
A cynic might say that there is method to the madness that some believe is driving the chaotic tariff blitz roiling the financial markets. While the markets are climbing a…
WEEK OF APRIL 11, 2025
The shape-shifting nature of President Trump’s tariff threats continued to roil the financial markets this week, producing one of the wildest gyrations in stock and bond prices seen outside of…
WEEK OF APRIL 4, 2025
The aftershocks of Trump’s onslaught of tariff announcements are still reverberating through the financial markets, adding another layer of uncertainty that has buffeted households and businesses for months. At the…
WEEK OF MARCH 14, 2025
A snapshot of Februarys incoming data paints a picture that is in stark contrast to evolving perceptions of the economy. Sentiment on Main Street and Wall Street has turned decidedly…
WEEK OF MARCH 7, 2025
Amid the chaos surrounding the Trump administrations on-again, off-again tariffs the job market sounded a calming note this week. For one, there were no signs of employer panic over trade…
WEEK OF FEBRUARY 28, 2025
A puzzling dichotomy that received much attention last year continues to cause a good deal of head-scratching among economists, namely the wider-than-usual gulf between perceptions and reality regarding the health…
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