News

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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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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I thought there would be only one thing that mattered this week—the debt ceiling. And that does matter. But this morning, the jobs report came in much hotter than expected, and that matters, too. So, this will be a longer post than I originally expected. 

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