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Economic Commentary

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February 2, 2026
by RSadminuser

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
January 26, 2026
by RSadminuser

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
January 5, 2026
by RSadminuser

Passing the Baton: What Powers the Economy Into 2026

Welcome to 2026. The traditional image of the baby who brings in the new year seems modestly inappropriate as the US economy enters what, by many measures, represents the 198th month of an
December 8, 2025
by RSadminuser

Economic Momentum Builds as Companies Shift Focus to 2026

Lessened concern about consumer spending weakness in December, and optimism about end-of-year economic growth, risks overlooking the intense focus of American business on 2026 profitability. Adjustments to the global trade
December 1, 2025
by RSadminuser

Consumer Sentiment vs. Spending: A Holiday Season Disconnect

Economists have long cautioned against using consumer sentiment surveys to forecast consumer spending. Statistically, income growth is the overwhelming determinant of consumer expenditures, with a lesser, but significant, contributory role