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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.
 
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Economic Commentary

August 15, 2014

  • Summer’s Reading: Beware of Models and Irrational Behavior
  • Disappointing Second Quarter Results from Europe
  • Slowly and Subtly, Regulation Presses the Post-Crisis Agenda
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August 8, 2014

  • Wage Growth May Not Be the Best Gauge of Labor Market Progress
  • The ECB’s Summer Holiday May Not Be Very Relaxing
  • A Novel Proposal for Mortgage Lending
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August 1, 2014

  • Crude Oil: Changing landscape
  • July employment report: Solid but not spectacular
  • U.K.: Growing pie hides other challenges
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July 25, 2014

  • Re-regulation has diminished market liquidity
  • Updated U.S. budget projections are improved but not comforting
  • The EU searches for the right response to Russia
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July 18, 2014

  • Infrastructure: The challenge of meeting growing needs
  • The Fed should not be forced to follow formulas
  • Brazil: Will Lady Luck smile on the economy?
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July 11, 2014

  • Surprises from the first half of 2014
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June 27, 2014

  • Secular stagnation: causes and cures
  • The U.S. expansion reaches an important birthday
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June 20, 2014

  • The Bank of England changes course
  • U.S. inflation is rising, but the Fed seems unconcerned
  • The situation in Iraq creates additional uncertainty around oil prices
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June 13, 2014

  • The World Cup begins amid a series of financial controversies
  • Is the honeymoon over for Japan’s Abenomics program?
  • The last word on Thomas Piketty
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June 6, 2014

  • Why are bond yields and volatility so low?
  • A look at the U.S. labor market dashboard
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