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.
  • June 19, 2015

    • The Federal Reserve Needs to Be More Positive
    • Abenomics Is Alive and Kicking in Japan
    • It’s Easy to Overlook the Benefits of Trade
  • June 12, 2015

    • Are We Mismeasuring the Economy?
    • Cuba Is Opening, but Development Will Take Time
    • Small Firms Are Reporting Strong Opinions
  • June 5, 2015

    • America Is Woefully Unprepared for Retirement
    • The May U.S. Job Report Was Very Strong
    • Why Is First Quarter Growth Always Sluggish?
  • May 29, 2015

    • Reflections From a Whirlwind Tour of Asia
    • Roads and Ports are Pathways to U.S. Prosperity
  • May 22, 2015

    • Can Emerging Markets Survive Lower Commodity Prices?
    • Some Central Banks Are Playing the Market
    • Australia – Real Estate Is Too Frothy for Regulator’s Tastes
  • May 15, 2015

    • Explaining the Rise in Long-Term Interest Rates
    • Consumers Should Overcome Higher Gas Prices
    • OPEC and the U.S. Face Off in the Oil Markets
  • May 8, 2015

    • Automation Can Inspire, But Also Intimidate
    • The United States Gets Back to Work
    • Disability Is Not a Refuge for the Unemployed
  • May 1, 2015

    • An Economic Perspective on the U.K. Election
    • Don’t Get Fooled by the First Quarter
    • The Federal Reserve Remains Cautiously Optimistic
  • April 24, 2015

    • The Eurozone Is Seeing Green Shoots but Isn’t Out of the Woods
    • Gauging a Country’s Potential for Growth
    • The Trans-Pacific Partnership Might Actually Happen
  • April 17, 2015

    • Countries Can’t Devalue Their Way to Prosperity
    • Central Banks Are Doing Some Interesting Rebalancing
    • Paying for the Energy Dividend