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Weekly Economic Commentary Archive

 
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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.
  • April 17, 2015

    • Countries Can’t Devalue Their Way to Prosperity
    • Central Banks Are Doing Some Interesting Rebalancing
    • Paying for the Energy Dividend
  • April 10, 2015

    • Today's Oil Retreat Is at Odds with Long-Term Trends
    • A New Bank Creates Controversy in Asia
    • Solving the U.S. Wage Conundrum
  • April 2, 2015

    • Odds and Ends of the First Quarter
  • March 27, 2015

    • After Slow Start, the U.S. Should Regain Steam
    • Greece: The Debt Elephant in the Room
    • How Can Governments Keep Borrowing Under Control?
  • March 20, 2015

    • What Is Full Employment, and Are We There Yet?
    • Negative Interest Rates Are Spreading Across Europe
    • The Return of the U.S. Debt Ceiling
  • March 13, 2015

    • China Moves Cautiously Toward a New Normal
    • Deleveraging Is Unfinished in the Industrialized World
    • Will Lower Borrowing Costs in Europe Be a Boon for U.S Firms?
  • March 6, 2015

    • Quantitative Easing Comes to the Eurozone
    • U.S. Job Growth is Strong, but Wage Growth is Not
    • The California Port Strike Has Troubled Trade… and Economists
  • February 27, 2015

    • The U.S. Housing Industry Continues to Struggle
    • The “Millennials” Hold the Key to Housing
    • Is Another Bubble Forming in U.S. Commercial Real Estate?
  • February 20, 2015

    • The Bank of England sets out principles for viewing inflation
    • Where is the energy price "dividend?"
    • The "audit-the-Fed" movement is misguided
  • February 13, 2015

    • Looking at U.S. GDP through a different lens
    • Brazil’s economy and its debt rating are under pressure
    • Watch Eurozone bank lending and household leverage closely
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