Weekly Economic & Financial Commentary

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

June

• Inflation continues to come in below expectations (PDF) – 06/14/2019
• Growing hints of a slowdown (PDF) – 06/07/2019

May

• Markets jitter as trade war escalates (PDF) – 05/31/2019
• Housing looking up as dark trade clouds gather (PDF) – 05/24/2019
• Two steps back and one step forward (PDF) – 05/17/2019
• All trade, all the time (PDF) – 05/10/2019
• The economy is not in danger of stalling anytime soon (PDF) – 05/03/2019

April

• Data reaffirm Fed patience (PDF) – 04/26/2019
• Outlook for Q1 GDP is brighter, but can it be sustained? (PDF) – 04/19/2019
• No need for the Fed to budge (PDF) – 04/12/2019
• Softer first quarter coming into focus (PDF) – 04/05/2019

March

• Resiliency in the face of uncertainty (PDF ) – 03/29/2019
• A wait-and-see approach (PDF) – 03/22/2019
• Economic data reinforce Fed patience (PDF) – 03/15/2019
• Labor market slowing but still strong (PDF) – 03/08/2019
• Drawing the curtain on 2018 (PDF) – 03/01/2019

February

• Signs point to more moderate economic growth ahead (PDF) – 02/22/2019
• Retail sales go rogue (PDF) – 02/15/2019
• Catching up on what was missing from Q4 (PDF) – 02/08/2019
• Growth set to moderate, yet continue (PDF) – 02/01/2019

January

• Home sales end 2018 on a low note (PDF) – 01/25/2019
• Available data show U.S. economy is hanging in there (PDF) – 01/18/2019
• All we need is a little patience (PDF) – 01/11/2019
• Conflicting signals on employment and output (PDF) – 01/04/2019

December

• To hike, or not to hike, that is the question (PDF) – 12/21/2018