Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
News
What Mattered This Week? The Debt Ceiling, the Data, and the Fed
The big news this week was the debt ceiling: who was talking, what they were saying, and if we will get a deal before the X date (i.e., when the Treasury runs out of money). When all was said and done, more was said than done and we ended the week pretty much where we started. But there was some good news.
Debt Ceiling Crisis: Breaking Down the Worst-Case Scenario
Times are getting scary again. Between the debt ceiling, which is the crisis of the day, and everything else that is out there, people are starting to crack. With the Ukraine war still underway and with worries about China, inflation, and a recession, the debt ceiling looks like just the thing that could finally sink the ship. Even though we have done quite well so far and continue to, the worry is always that the next big thing will be the last straw.
Monthly Market Risk Update: May 2023 [SlideShare]
My colleague Sam Millette, director, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Market Risk Update. Thanks for the assist, Sam! Let’s take a closer look.
Economic Release Snapshot: Year-Over-Year Inflation Moderates in April
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
What Mattered This Week? Inflation and the Debt Ceiling
This week, there were two things that warranted comment. The first was the inflation reports, and the second was the debt ceiling. Let’s take a closer look.