Week of March 8, 2026 – Weekly Economic Commentary
War always creates economic turmoil. It changes prices, adds to national debt and heightens uncertainty. As such, war may impact economic decision-making even in markets not apparently directly affected by combat. One example of such effect may be provided by the US housing market, where rumors of a recovery have, in the last 12 months, too often proved to be just […]
Five Charts for the Week That Was: March 6, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including oil, natural gas, and payrolls.
Week of March 1, 2026 – Weekly Economic Commentary
The extremely valid question regarding the impact of war in the Middle East on the global economy simply cannot be well-answered at this time. Several immediate areas of concern are clear — oil and gas supplies and prices, transportation flows and costs in the Red Sea (headed to the Suez Canal) and the Persian Gulf (Straits of Hormuz), and […]
Week of February 22, 2026 – Weekly Economic Commentary
“Head-spinning” is the word for the week. The Supreme Court rejection of many (not all) of President Trump’s tariffs served to sweep under the rug an almost embarrassing scramble to explain how the fourth quarter GDP estimate came in so far below projections, while the broad-based measure of inflation known as the Personal Consumption Expenditures […]
Five Charts for the Week That Was: February 20, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including GDP, Personal Income, Federal Budget, and Commercial Mortgage Backed Securities.
Week of February 15, 2026 – Weekly Economic Commentary
Although data released this week will largely be for the end of 2025, the data will serve to flesh out the picture hinted at by the Nonfarm Employment and Consumer Price Index numbers for January: a US economy that is doing considerably better than expected in terms of both growth and inflation. The most recent estimate […]
Key Data Delays and Investor Priorities: What to Watch This Week
Data releases from the Bureau of Labor Statistics (BLS) — and from the Bureau of Economic Analysis (BEA), which uses BLS economists and staffers to prepare some of its data — continue to be erratic and uncertain. The very short partial government shutdown last week, as a result of the fight over budget appropriations for ICE, interrupted and delayed […]
Five Charts for the Week That Was: February 6, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including China, trade, manufacturing, and employment.
With Warsh at the Fed, Markets Shift Focus to Fiscal Leadership
Donald Trump has nominated his new Federal Reserve Chairman, Kevin Warsh. The choice is largely considered a sensible one, validated by most of Wall Street, global financial markets and other central bankers. Coming on the heels of a Federal Open Market Committee meeting that was notable for its lack of surprises, and for encouraging statements about the US economy, one can sense a collective sigh […]
FOMC Commentary – January 28, 2026
The Federal Reserve Open Market Committee (FOMC) left its target interest rate range unchanged at 3.5% to 3.75%.
Shutdown Risks and a Fed Decision: Markets on Alert
Congress moves unexpectedly back into the economic picture, as talk of a partial government shutdown on Friday has re-emerged with power and possibility. If investors thought that the only news hitting them this week would be just another boring Federal Reserve meeting, the fight over Department of Homeland Security funding should spice things up nicely. […]
Charts for the Week That Was: Special Webinar Edition
Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz provide their charts that helped shape our market outlook.