Weekly Economic Commentary

An Aging Cycle | Weekly Economic Commentary | March 4, 2019

KEY TAKEAWAYS The current economic expansion will become the longest ever in July. Slow (but steady) growth and accommodative policy have made this expansion especially durable. We still see many signals that this cycle could persevere at least through the end of...

Economic Data FAQs | Weekly Economic Commentary | February 25, 2019

KEY TAKEAWAYS Recent economic data have been consistently missing consensus estimates. We still see signs of sound economic fundamentals, even as some data point to weakness. We expect growth to stabilize as near-term headwinds subside. Click here to download a PDF of...

Feeling Confident? | Weekly Economic Commentary | February 11, 2019

KEY TAKEAWAYS Consumer confidence has dropped sharply, primarily from what we see as temporary factors. Economic fundamentals are still sound and could help stabilize sentiment. We have yet to see the signs of excesses that have preceded past recessions. Click here to...