Weekly Economic and Financial Commentary

Gain insight into current U.S. and international events that affect the economy and financial markets.

October

• Put on pause – 10/17/2025
• Data delayed, decisions loom – 10/10/2025
• Employment Friday that wasn’t – 10/03/2025

September

• A fresh pair of legs? – 09/26/2025
• The balance of risks has shifted – 09/19/2025
• Gradually, then suddenly – 09/12/2025
• Hiring slows to a crawl – 09/05/2025 

August

• Proceed with caution – 08/29/2025
• Powell keeps options open for September rate cut – 08/22/2025
• Can I get a price check? –  08/15/2025
• Tariff headwinds meet productivity tailwinds – 08/08/2025
• The week data converged to reveal a clear slowing in activity – 08/01/2025

July

• Housing market enters an early winter – 07/25/2025 
• Economic data clears the bar, but doesn’t raise it – 07/18/2025
• Dog days of summer – 07/11/2025
• Perhaps the key to economic happiness is low expectations – 07/03/2025

• Stag before flation  – 06/27/2025
• One day or another: FOMC still in wait-and-see mode – 06/20/2025
• Few signs of tariff inflation – 06/13/2025
• An orderly slowing, for now – 06/06/2025

• Waiting for clarity – 05/30/2025
• The old versus the new – 05/23/2025