Read through the Weekly Economic Commentary category's journal entries.

April Preview

April 2017 is a busy month, with several potentially market-moving global events to monitor closely. 2017 has seen global equity prices soar to new highs, with the S&P 500 Index up 5.5% in the first quarter, the best performance to start a year...

The Stock Market’s Final Four Factors

The NCAA College Basketball Final Four is set. Gonzaga, North Carolina, Oregon, and South Carolina are headed to Phoenix, Arizona to determine this year’s college basketball national champion. In that spirit, following our “Sweet 16” commentary...

President Trump’s First 50 (or so) Days

Since FDR first popularized the concept at the start of his first term in 1933, the first 100 days of a president’s term is often seen as a benchmark date for early accomplishments that set the tone for the presidency. The first 100 days are...

Cracking Oil

Patterns of energy production and consumption are changing, both because of and despite political actions; this week we look at some of the potential longer-term, structural changes to the energy market. Energy, and particularly oil, is the one...

The Valentine’s Day Index

The impact of economics on everyday life isn’t always clear, but the week ahead is different. Tuesday marks the fourth-busiest shopping holiday of the year — Valentine’s Day, and the following day sees the release of Consumer Price Index (CPI)...

Deficit? What Deficit?

The U.S. presidential election is only ten weeks away, and one key topic has been largely absent on the campaign trail in this “unusual” election year: the deficit. While both Hillary Clinton and Donald Trump have floated plans to cut and/ or...