Weekly Economic & Financial Commentary

2020 Mid-Year Economic Outlook Webcast

View a replay of our webcast, "The U.S. and foreign economic outlooks as pandemic curve flattens"

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

July

• Waves of data headed into Independence Day weekend (PDF) – 07/02/2020

June

• Rising COVID-19 cases put a damper on re-openings (PDF) – 06/26/2020
• May retail sales surge, but other data disappoint (PDF) – 06/19/2020
• The risk of a second wave (PDF) – 06/12/2020
• Was April the bottom? (PDF) – 06/05/2020

May

• The U.S. economy appears to have bottomed in April (PDF) – 05/29/2020
• Wait and see (PDF) – 05/22/2020
• Aggregate demand takes a big hit from the shutdowns (PDF) – 05/15/2020
• April employment plummets (PDF) – 05/08/2020
• A tough week for the U.S. economy (PDF) – 05/01/2020

April

• Throw out the textbook (PDF) – 04/24/2020
• The terrible data (and the stimulus) start to arrive (PDF) – 04/17/2020
• Policy moves are more important than the data (PDF) – 04/10/2020
• An unprecedented time (PDF) – 04/03/2020

March

• Virus shutdowns begin to show up in the data (PDF) – 03/27/2020
• Shock and awful (PDF) – 03/20/2020
• A case in exogenous shocks (PDF) – 03/13/2020
• Data look great, if only it were still February (PDF) – 03/06/2020

February

• A tough week (PDF) – 02/28/2020
• Coronavirus won’t move the Fed (PDF) – 02/21/2020
• Overarching economic themes remain in place (PDF) – 02/14/2020
• A solid week to be sure, but keep an eye on the details (PDF) – 02/07/2020