Weekly Economic & Financial Commentary

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

August

• Powell promises to “act as appropriate” (PDF) – 08/23/2019
• Inversion aversion (PDF) – 08/16/2019
• Markets swing as U.S.-China trade war escalates (PDF) – 08/09/2019
• Fed cuts, Trump tweets (PDF) – 08/02/2019

July

• Strong consumption won’t stop Fed from cutting (PDF) – 07/26/2019
• String of strong data unlikely to dissuade July rate cut (PDF) – 07/19/2019
• Fed rate cut approaching in July (PDF) – 07/12/2019
• Economic expansions don't die of old age (PDF) – 07/05/2019

June

• Incoming data unlikely to dissuade Fed cuts (PDF) – 06/28/2019
• Fed positions for rate cut (PDF) – 06/21/2019
• 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