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.
  • 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
  • July 2, 2015

    • Greek Default is Everyone’s Fault
    • A Correction for China
    • June’s U.S. Employment Numbers Were Good, Not Great
  • 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