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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.

Economic Commentary

June 27, 2014

  • Secular stagnation: causes and cures
  • The U.S. expansion reaches an important birthday

June 20, 2014

  • The Bank of England changes course
  • U.S. inflation is rising, but the Fed seems unconcerned
  • The situation in Iraq creates additional uncertainty around oil prices

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

June 6, 2014

  • Why are bond yields and volatility so low?
  • A look at the U.S. labor market dashboard

May 30, 2014

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

May 23, 2014

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

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

May 9, 2014

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

May 2, 2014

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

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