Five Charts for the Week That Was: October 3, 2025
Convincing consumers that the US economy is growing in excess of 3% (the latest reading from the Atlanta Federal Reserve GDPNow project) is a bit of a challenge at the Chief Economist Jeanette Garretty on Bloomberg: The Asia Trade
Chief Economist Jeanette Garretty joined Bloomberg: The Asia Trade to discuss the economic impact of the U.S. government shutdown and its potential effects on markets and growth. Watch Jeanette here.
FOMC Commentary – September 17, 2025
The Federal Open Market Committee (FOMC) voted to lower the Federal Funds rate target range by 25bps, from 4.25%-4.5% to 4%-4.25%. The context provided for this move was as important as Five Charts for the Week That Was: August 22, 2025
Inflation continues to track at 2.5%-2.75%, although the impact of tariffs can be detected in the higher, 3%+ rate of core inflation and the recent increase in the Producer Price Five Charts for the Week That Was: August 8, 2025
The European Union (EU) arrived at a tariff “deal” with the US comfortably before the August 7 deadline. The merits of doing that may be illustrated by the alternative, such FOMC Commentary – July 30, 2025
The Federal Open Market Committee (FOMC) Interest Rate Meeting concluded with a decision to leave the Fed Funds Target Range at 4.25%-4.5%. This decision was widely expected, as were the Five Charts for the Week That Was: July 25, 2025
These two charts count as one. The story that the Fed will have to unpack on inflation is about what is going on underneath the top-line CPI numbers. Prices on
2025 Mid-Year Outlook
July 16, 2025 – Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down what happened in the first half of 2025 and provide their outlook for the Five Charts for the Week That Was: July 11, 2025
The Tariff Tantrums are back. Europe continues to work on cutting deals with Washington, now just a bit more frantically. “Tariff Letters” sent out this week warning of significant action on