Gain insight into current U.S. and international events that affect the economy and financial markets.
October
- 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
June
- 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
May
- Waiting for clarity – 05/30/2025
- The old versus the new – 05/23/2025
- Sentiment is cratering but hard data signal only a stalling – 05/16/2025
- Risks have risen (but haven’t materialized yet) – 05/09/2025