Weekly Economic and Financial Commentary

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

January

• 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
• Hawkish fed steals the show, but supply issues persist behind the scenes – 12/17/2021
• Consumer prices continue to climb, little reprieve to supply issues in sight – 12/10/2021
• Powell hints at earlier taper, but payroll miss & Omicron variant loom large – 12/03/2021

November

• Household spending surges despite fastest inflation in 30+ years – 11/24/2021
• Delivery vans rush to homes with shoppers’ treasure – 11/19/2021
• Inflation shows no signs of backing down in October – 11/12/2021
• When will the shortages end? – 11/05/2021

October

• Supply and demand tug of war is at the forefront after a mixed week of data – 10/29/2021
• Snarled supply chains stymie production – 10/22/2021
• Growing pains still plaguing U.S. economy – 10/15/2021
• Another disappointing employment report – 10/08/2021
• With eyes on Washington, the expansion continues to roll along – 10/01/2021

September

• Housing data and FOMC outcome show economic recovery still intact – 09/24/2021
• August data holding up despite delta – 09/17/2021
• Slow week of data shows similar themes – 09/10/2021
• Supply problem derails August jobs report – 09/03/2021

August

• Output continues to ramp up as COVID surges higher – 08/27/2021
• Delta variant clouds the outlook – 08/20/2021
• Some relief on inflation, but it's still hot out there – 08/13/2021
• Summer hiring heats up – 08/06/2021