Weekly Economic Commentary
WEEK OF OCTOBER 2, 2026
The proverbial dog days of summer were anything but. As new and revised data are coming in, the third quarter is morphing from languid to downright vigorous following a more energetic spring than previously thought. The cooler-than-expected jobs report for September takes some heat off the Fed to hike rates at the October meeting. But…
Previous Weeks
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…
WEEK OF FEBRUARY 21, 2025
Amid a light calendar of economic data, uncertainty continued to escalate among investors and traders this week. The elephant in the markets, of course, is the topsy-turvy world of tariff…
WEEK OF FEBRUARY 14, 2025
Inflation concerns heated up this week, ignited by reports showing stronger than expected increases in consumer and wholesale prices in January. Unsurprisingly, the attention-getting headlines solidified the growing perception that…
WEEK OF FEBRUARY 7, 2025
How you look at this Friday’s jobs report depends on whether you are a half-full or half-empty type of person. Those with a more jaundiced view of the world will…
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