Gain insight into current U.S. and international events that affect the economy and financial markets.
May
- Sentiment is cratering but hard data signal only a stalling – 05/16/2025
- Risks have risen (but haven’t materialized yet) – 05/09/2025
- Steady hiring, wilting confidence and a yawning trade gap – 05/02/2025
April
- Holding the line – 04/25/2025
- Economic growth holding on, for now – 04/17/2025
- Thank you for your attention to this matter! – 04/11/2025
- Liberation day – 04/04/2025
March
- They say waiting is the hardest part – 03/28/2025
- February bounce more likely a head fake – 03/21/2025
- Hard to get a clear view on restless waters – 03/14/2025
- Tariff turmoil – 03/07/2025
February
- Consumer hibernation – 02/28/2025
- Housing market troubles to continue – 02/21/2025
- FOMC in no hurry – 02/14/2025
- It felt like much longer than a week – 02/07/2025
January
- Economic momentum holding, for now – 01/31/2025
- Changing of the guard – 01/24/2025
- Riding the wave – 01/17/2025
- A matter of conditioning and a matter of fact – 01/10/2025
December
- That’s a wrap – 12/20/2024
- Sticky inflation, sticky wicket for the Fed – 12/13/2024
- The song remains the same – 12/06/2024
November
- Data came in like a butterball – 11/27/2024
- Back-up in mortgage rates a setback for housing – 11/22/2024