News

Heading into 2023, a looming recession dominated the headlines. Moody’s Chief Economist Mark Zandi quipped at the time, “CEOs are falling over themselves to say we’re falling into a recession. . . . Every person on TV says recession. Every economist says recession. I’ve never seen anything like it.” Fast-forward to today at the midyear point of 2023, and the data is telling a different story.

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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. 

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This was, somewhat surprisingly, a good week for economic news. Inflation continued to drop, especially for producers, and people continued to shop. There were two main questions out there. Will inflation keep getting better, and is a recession on its way? Now we have some answers. Yes, inflation is still getting better. No, a recession is still some ways away. It really was about as good as it gets on the news front. 

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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.

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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. 

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My colleague Sam Millette, director, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam! Let’s take a closer look.

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