Weekly Economic Commentary Archive

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