Weekly Economic and Financial Commentary

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

September

• First impressions are not always right (PDF) – 09/18/2020
• Labor focus (PDF) – 09/11/2020
• Jobs rebound continues, but signs of moderation ahead (PDF) – 09/04/2020

August

• Q3 PCE rebound in the cards, outlook more uncertain (PDF) – 08/28/2020
• Bringing down the hammer (PDF) – 08/21/2020
• After strong initial rebound, momentum is slowing (PDF) – 08/14/2020
• Service elevator (PDF) – 08/07/2020
  

July

• While risk remains, the worst appears to be behind us (PDF) – 07/31/2020
• Jobless claims rise, housing market rebounding (PDF) – 07/24/2020
• A glimpse of the rebound that might have been (PDF) – 07/17/2020
• With little economic news, investors focus on the virus (PDF) – 07/10/2020
• 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