Five Charts for the Week That Was: November 7, 2025
The federal government shutdown continues, and the monthly employment report from the Bureau of Labor Statistics (BLS) is still missing in action. ADP measures employment very differently from the BLS
FOMC Commentary – October 29, 2025
The interest rate decision announced by the Federal Open Market Committee (FOMC) contained the expected quarter-point reduction in the Federal Funds target range to 3.75%-4.0%. Several less expected and highly significant developments Five Charts for the Week That Was: October 24, 2025
First, a big, complicated chart for a very big, complicated issue: rare earth elements. President Trump has scheduled a much-anticipated meeting with China’s President Xi for next Thursday, October 30. 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