Weekly Economic Commentary

WEEK OF FEBRUARY 20, 2026

Tensions are escalating on a number of fronts, from military developments, conflicting economic data and, somewhat surprisingly, a Supreme Court ruling on Friday upending the administration signature trade policies. The ruling, which disallowed the administration’s use of emergency powers to justify the avalanche of tariffs over the past year, was not entirely unexpected, but it…
Read More WEEK OF FEBRUARY 20, 2026

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…
Read More WEEK OF AUGUST 2, 2024

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…
Read More WEEK OF JULY 12, 2024

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…
Read More WEEK OF JUNE 21, 2024

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