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
  • 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
  • May 8, 2015

    • Automation Can Inspire, But Also Intimidate
    • The United States Gets Back to Work
    • Disability Is Not a Refuge for the Unemployed