Weekly Economic and Financial Commentary

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

November

• A feast of economic data ahead of Thanksgiving – 11/22/2023
• Slew of data to binge on – 11/17/2023
• Long and variable lags evident in credit availability – 11/10/2023
• Q4 appears off to a slower start — 11/03/2023

October

• Remarkable resilience – 10/27/2023
• Higher mortgage rates burn the housing market — 10/20/2023
• Inflation continues to gradually drift lower – 10/13/2023
• The vibe is alive – 10/06/2023

September

• “Soft landing” narrative challenged – 09/29/2023
• U.S. economy still resilient, but headwinds building – 09/22/2023
• The best of summer gone, and the new fall uncertain – 09/15/2023
• Service sector continues to support growth – 09/08/2023
• Labor market slowly losing its swagger – 09/01/2023

August

• Cracks starting to emerge? – 08/25/2023
• Economic activity continues to fly high – 08/18/2023
• Inflation continues to ease – 08/11/2023
• First glimpse points to July activity remaining firm – 08/04/2023

July

• Ground control to Major Powell: Odds of soft landing rising – 07/28/2023
• Rate sensitive sectors struggle as E-commerce boosts retail sales – 07/21/2023
• Downside inflation surprise probably not enough to stop the Fed – 07/14/2023
• Light still green for the Fed to hike despite soft jobs report – 07/07/2023

June

• Hot economic data accompanies the heart of summer – 06/30/2023
• Economic resilience suggests the Fed has more work to do – 06/23/2023
• Fed not on summer break quite yet – 06/16/2023
• Calm before the storm – 06/09/2023
• The U.S. avoids default – 06/02/2023

May

• Long holiday weekend clouded by debt ceiling – 05/26/2023