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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.
 
 

Economic Commentary

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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May 30, 2014

  • Reflections from a fortnight abroad
  • Last weekend’s European elections will make cooperation more difficult
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May 23, 2014

  • Freddie, Fannie, finis?
  • India’s new prime minister seeks economic improvement
  • Big data is being used to measure inflation
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May 16, 2014

  • China: Two different stories, one conclusion
  • The jury is still out on long-term U.S. growth
  • Fond memories of Gary Becker
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May 9, 2014

  • The global recovery remains very uneven
  • Deflation and debt: a very bad mix
  • A new look at Das Kapital, continued
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May 2, 2014

  • Housing may be returning to a bad neighborhood
  • Hiring gathers pace in the United States
  • A new look at “Das Kapital“
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April 25, 2014

  • The link between money and inflation has clouded, but it hasn’t disappeared
  • U.S. bank lending is accelerating
  • The debate over high-frequency trading rages
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April 18, 2014

  • In a currency war, everyone loses
  • Should monetary policy be coordinated across countries?
  • The International Monetary Fund is at a crossroads
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April 11, 2014

  • The Federal Reserve’s search for stability
  • The patterns of world trade are undergoing important changes
  • Greece issued debt this week: good news or bad news?
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