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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

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

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

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

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

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