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 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
June 19, 2015
- The Federal Reserve Needs to Be More Positive
- Abenomics Is Alive and Kicking in Japan
- It’s Easy to Overlook the Benefits of Trade
June 12, 2015
- Are We Mismeasuring the Economy?
- Cuba Is Opening, but Development Will Take Time
- Small Firms Are Reporting Strong Opinions
June 5, 2015
- America Is Woefully Unprepared for Retirement
- The May U.S. Job Report Was Very Strong
- Why Is First Quarter Growth Always Sluggish?
May 29, 2015
- Reflections From a Whirlwind Tour of Asia
- Roads and Ports are Pathways to U.S. Prosperity
May 22, 2015
- Can Emerging Markets Survive Lower Commodity Prices?
- Some Central Banks Are Playing the Market
- Australia – Real Estate Is Too Frothy for Regulator’s Tastes
May 15, 2015
- Explaining the Rise in Long-Term Interest Rates
- Consumers Should Overcome Higher Gas Prices
- OPEC and the U.S. Face Off in the Oil Markets