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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

August 22, 2014

  • The View from Jackson Hole
  • U.S. Auto Sales: Tailwinds Will Prevail
  • The Mystery of Long-Term Bond Yields

August 15, 2014

  • Summer’s Reading: Beware of Models and Irrational Behavior
  • Disappointing Second Quarter Results from Europe
  • Slowly and Subtly, Regulation Presses the Post-Crisis Agenda

August 8, 2014

  • Wage Growth May Not Be the Best Gauge of Labor Market Progress
  • The ECB’s Summer Holiday May Not Be Very Relaxing
  • A Novel Proposal for Mortgage Lending

August 1, 2014

  • Crude Oil: Changing landscape
  • July employment report: Solid but not spectacular
  • U.K.: Growing pie hides other challenges

July 25, 2014

  • Re-regulation has diminished market liquidity
  • Updated U.S. budget projections are improved but not comforting
  • The EU searches for the right response to Russia

July 18, 2014

  • Infrastructure: The challenge of meeting growing needs
  • The Fed should not be forced to follow formulas
  • Brazil: Will Lady Luck smile on the economy?

July 11, 2014

  • Surprises from the first half of 2014

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