Weekly Economic and Financial Commentary

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

December

• The song remains the same – 12/06/2024

• Data came in like a butterball – 11/27/2024
• Back-up in mortgage rates a setback for housing – 11/22/2024
• Inflation redux – 11/15/2024
• Election results don’t clarify the outlook – 11/08/2024
• It’s Halloween. Everyone’s entitled to one good scare. – 11/01/2024

• Move on up – 10/25/2024
• Fall data and it’s the same – 10/18/2024
• Inflation’s bumpy descent continues – 10/11/2024
• Jobs up, rate cut expectations down – 10/04/2024

• Consumer in the spotlight – 09/27/2024
• Recalibrating the monetary policy stance – 09/20/2024
• Firmer inflation tilts the scales toward 25 – 09/13/2024
• Rate cuts incoming – 09/06/2024

• The search for clues continues – 08/30/2024
• Homes out of range – 08/23/2024
• Solid activity raises questions about the degree of policy easing – 08/16/2024
• A wild week in a data desert – 08/09/2024
• “The downside risks to the employment mandate are real now” – 08/02/2024

• Economic resilience or reticence? – 07/26/2024
• A string of upside surprises, but growth is slowing in the U.S. – 07/19/2024
• Fed’s challenge: Making sure fire is out vs. water damage – 07/12/2024
• No fireworks from the June jobs report – 07/05/2024

June

• It may be hot outside, but inflation is finally cooling – 06/28/2024
• Economic data more rice & beans than steak & eggs – 06/21/2024
• Inflation cools as summer begins – 06/14/2024
• July cut bites the dust; September hanging on edge of its seat – 06/07/2024