Weekly Economic and Financial Commentary

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

April

• 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

November

• One can of condensed soup (PDF) – 11/25/2020
• House party (PDF) – 11/20/2020
• Vaccination record (PDF) – 11/13/2020
• Parsing economic data while awaiting election results (PDF) – 11/06/2020

October

• GDP bounces partway back in Q3 (PDF) – 10/30/2020
• All things housing appear to be on a roll (PDF) – 10/23/2020