The weekly commentary is a review of current activity in global financial markets, with an emphasis on the U.S. fixed income market. Breaking news and market reactions form the core of this commentary.
October 30, 2015
- In Defense of 2%
- Does the Dollar or Demand Drive Exports?
- U.S. Debt Ceiling Jitters Put to Rest, for Now
October 26, 2015
- Can Household Finances Be Saved?
- Divisions Within The Fed Are Rising
- The Canadian Election
October 16, 2015
- Uncertainty surrounds the upcoming negotiations over the debt ceiling and the budget in the United States
Debate is likely to continue over the potential for further easing by the ECB and BOJ
- The Fed’s timeline for an interest-rate liftoff remains unclear
October 9, 2015
- Europe’s Immigrants May Solve Native Problems
- Capital Is Pouring Out of Emerging Markets
- FOMC Minutes Reveal Rising Caution
September 4, 2015
- Will Unsettled Markets Unsettle the Federal Reserve?
- Inflation Targeting Is an Imprecise Science
- The U.S. Gets Closer to Full Employment
August 21, 2015
- Was the Euro a Good Idea?
- The Treasury Market Has Lost Its Fangs
- Central Bankers Have Mountains to Think About
August 14, 2015
- China Breaks into a New Range
- The Trickle-Down Problem with Productivity
- Summer Reading Promotes Better Economic Behavior
August 7, 2015
- Is the United States Insulated from China’s Economic Distress?
- U.S. Employment Data Support Expectations of a Rate Hike in September
- Eurozone Inflation Remains Weak
July 31, 2015
- Fear of the Fed Is Rising
- Britain Considers Its Minimum
- U.S. Growth Recovers in the Second Quarter
July 24, 2015
- Should We Offer More Help to Homeowners?
- The Dodd-Frank Act Observes Its Fifth Anniversary
- Canada Looks South for Economic Support