Weekly Economic and Financial Commentary

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

June

• The U.S. economy continues to push through supply-side headwinds – 06/18/2021
• Growth comes with a price – 06/11/2021
• Short on supplies – 06/04/2021

May

• Supply is racing to catch up with demand – 05/28/2021
• Housing begins to bump up against supply constraints – 05/21/2021
• Reopening comes with a steep price tag – 05/14/2021
• Growing pains: Extended lead times, supply chain constraints, difficulty finding labor – 05/07/2021

April

• U.S. recovery is well on its way – 04/30/2021
• Raising the bar even further – 04/23/2021
• More evidence of economic recovery – 04/16/2021
• Reopening boom, while supplies last – 04/09/2021
• Activity marches higher – 04/02/2021

March

• Softer economic data do not signal a change in underlying momentum – 03/26/2021
• Still on track for a robust recovery even after soft data this week – 03/19/2021
• Inflation begins spring bloom – 03/12/2021
• Moving on up – 03/05/2021

February

• The U.S. economy continues to start 2021 on a high note (PDF) – 02/26/2021
• A consumer and his stimulus check are soon parted (PDF) – 02/19/2021
• Inflation comes back in focus (PDF) – 02/12/2021
• Better numbers (PDF) – 02/05/2021

January

• Loss of momentum sets up weak Q1, but recovery pace contingent on vaccine deployment (PDF) – 01/29/2020
• Housing remains at the forefront of the recovery (PDF) – 01/22/2021
• Consumers pull back as COVID continues to surge (PDF) – 01/15/2021
• Slow start to 2021 (PDF) – 01/08/2021

December

• Someday soon we all will be together, if the fates allow (PDF) – 12/23/2020
• The shot heard round the world (PDF) – 12/18/2020
• Winter is here (PDF) – 12/11/2020
• Data continue to reflect the economy's resilience (PDF) – 12/04/2020