Weekly Economic and Financial Commentary

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

May

• April economic data show resilient U.S. economy – 05/20/2022
• Don’t look down yet – 05/13/2022
• 'Til the medicine takes – 05/06/2022

April

• GDP head fake obscures otherwise intact fundamentals – 04/29/2022
• Higher mortgage rates begin to bite – 04/22/2022
• Inflation hits hard in March – 04/15/2022
• Minutes put all eyes on the Fed, but economic activity remains strong – 04/08/2022
• Soaring price gauges turn up the pressure on the Fed – 04/01/2022

March

• From factories to construction sites, supply shortages slow activity – 03/25/2022
• Significant monetary policy tightening ahead – 03/18/2022
• Intensifying war pours some gas on price growth – 03/11/2022
• The U.S. economy can weather the war in Ukraine and higher inflation – 03/04/2022

February

• Russia-Ukraine conflict may push up prices, but inflation has yet to slow spending – 02/25/2022
• U.S. economy pushing through Omicron and inflation headwinds - 02/18/2022
• Hot inflation data widen the door for a more aggressive Fed move in March – 02/11/2022
• Omicron not enough to crash the payroll party – 02/04/2022

January

• Moderating growth and a more aggressive Fed – 01/28/2022
• The housing market closes out a strong year – 01/21/2022
• Not through with 2021 just yet – 01/14/2022
• Strong momentum prior to Omicron, despite December's soft payroll print – 01/07/2022

December

• Fending off Omicron...for now – 12/23/2021