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.
April 2, 2015
- Odds and Ends of the First Quarter
March 27, 2015
- After Slow Start, the U.S. Should Regain Steam
- Greece: The Debt Elephant in the Room
- How Can Governments Keep Borrowing Under Control?
March 20, 2015
- What Is Full Employment, and Are We There Yet?
- Negative Interest Rates Are Spreading Across Europe
- The Return of the U.S. Debt Ceiling
March 13, 2015
- China Moves Cautiously Toward a New Normal
- Deleveraging Is Unfinished in the Industrialized World
- Will Lower Borrowing Costs in Europe Be a Boon for U.S Firms?
March 6, 2015
- Quantitative Easing Comes to the Eurozone
- U.S. Job Growth is Strong, but Wage Growth is Not
- The California Port Strike Has Troubled Trade… and Economists
February 27, 2015
- The U.S. Housing Industry Continues to Struggle
- The “Millennials” Hold the Key to Housing
- Is Another Bubble Forming in U.S. Commercial Real Estate?
February 20, 2015
- The Bank of England sets out principles for viewing inflation
- Where is the energy price "dividend?"
- The "audit-the-Fed" movement is misguided
February 13, 2015
- Looking at U.S. GDP through a different lens
- Brazil’s economy and its debt rating are under pressure
- Watch Eurozone bank lending and household leverage closely
February 6, 2015
- Not everyone is happy about the dollar’s recent strength
- Debt negotiations between Greece and its creditors are off to a rocky start
- Wages may finally be reflecting the strong U.S. employment picture
January 30, 2015
- Calculating the consequences of budget policies is a global headache
- The recent round of central bank easing may continue for a while
- Reports of a budding currency war are exaggerated