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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.
  • 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
  • January 23, 2015

    • The ECB Faces Fact
    • United States: Federal Budget Check-Up
    • Are Risk Management Techniques Adding to Market Risk?
  • January 16, 2015

    • Questions, Answers and More Questions about Energy Prices
    • Fiscal Issues Facing the New U.S. Congress
    • Translating Oil Prices to Gasoline Prices
  • January 9, 2015

    • Greece’s renewed drama is more noise than signal
    • U.S. job growth rolls merrily along
  • December 19, 2014

    • Surprises of 2014