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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

February 7, 2014

  • Long-term unemployment needs to be addressed more intensively
  • January’s jobs data was very much a mixed bag
  • Janet Yellen’s testimony will include thoughts on joblessness
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January 31, 2014

  • China’s shadow banking products are coming under the spotlight
  • Emerging markets: Be sure to differentiate
  • The fixed income sector’s surprising strength
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January 24, 2014

  • The Bank of England gets what it wished for
  • U.S. capital spending: is 2014 the catch-up year?
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January 17, 2014

  • The U.S. budget deal reduces policy uncertainty
  • The fiscal state of the states is better, but challenges remain
  • Meeting the new cast at the Fed
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January 10, 2014

  • December U.S. employment report clouded by weather-related factors
  • A review of the two U.S. employment surveys
  • The ECB reaches a critical stage
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January 3, 2014

  • Six Questions for 2014
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December 20, 2013

  • The Year in Review
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December 13, 2013

  • FOMC Preview: Less quantitative easing and more forward guidance
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December 6, 2013

  • The U.S. employment report puts taper onto the table
  • Don’t expect further rate cuts from the ECB or the Fed
  • Auto sales have been a bright spot amid sluggish consumer spending
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November 22, 2013

  • The world needs to do more to stimulate spending
  • Moderate gains are seen for U.S. holiday sales
  • The Federal Reserve may change its policy mix
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