Economic News
2020
Economic Commentary: Low Inflation, National Champions, Unemployment
Economic Commentary: Fed Reconsiders Inflation, Japan Stalls, Housing Holds Up
Economic Commentary: Policy Stalls, Tariffs Return, Schools Reopen
Economic Commentary: Government Debt, Liability, and the She-Cession
Economic Commentary: Life With and After COVID-19
Economic Commentary: How to Aid States, China Recovers from COVID-19, Mortgage Rates Falling Slowly
Economic Commentary: Automatic Stabilizers, Public Transit, and Money Supply React to COVID-19
Economic Commentary: Tracking COVID-19 Setbacks, Saving Takes Hold, Sports Leagues Stall
Economic Commentary: Trade in a COVID-19 World, Unemployment Support, Bank Stress Tests
Economic Commentary: COVID-19’s Resurgence, Commercial Real Estate, and Tourism
Economic Commentary: Banks Weather COVID-19, Mobility Data, and Poverty
Economic Commentary: Perplexing Jobs Report, Brexit Carries On, Food Demand Shifts Amid COVID-19
Economic Commentary: Civil Unrest, Value Chains Adjusting Due To COVID-19, Yield Curve Control
Economic Commentary: The Slow Arc of Recovery, Help Wanted for Housing, and Brazil Braces
Economic Commentary: Recovery in China, Auto Sales Stalled, Mexico Shows Restraint
Economic Commentary: Small Businesses and Oil Market Shocked by COVID-19, but Don’t Rush Reopening
Economic Commentary: Risks and Remedies for U.S. Consumers, India Joins the Fight
Economic Commentary: COVID-19 Brings Policy Responses, Risks to Emerging Markets, and Hoarding
Economic Commentary: Fiscal Stimulus Stalls, Travel Slows, Oil Slides
Economic Commentary: Central Banks Spring Into Action While Coronavirus Adds To Europe’s Ailments
Economic Commentary: COVID-19’s Effects on Central Banks, Supply Chains, South Korea and Japan
Economic Commentary: Inspecting Inflation
Economic Commentary: Census Season, Coronavirus Contagion, and the Dish on Davos
Economic Commentary: Tail Risks Rising, Iran’s Economic Misery, and 737 MAX/Min
Economic Commentary: Economic Outlook for 2020
2019
Economic Commentary: Reflecting on 2019
Economic Commentary: Quick Takes
Economic Commentary: China’s Slowdown, Australia’s Stimulus, Laffer’s Legacy
Economic Commentary: What’s Happening With Wealth Taxes, Steady Energy Prices, Unsavory Tariffs
Economic Commentary: One More Fed Cut; Low Rates Propelling Government Debt
Economic Commentary: Clearing Paths for Both Brexit and Fannie and Freddie
Economic Commentary: “Phase One” Among Several, Canada Elections, and Nobel Prize for a Noble Cause
Economic Commentary: Climate Change
Economic Commentary: The Fed’s Dilemma, Draghi’s Parting Gift, Mortgage Rate Meltdown
Economic Commentary: U.S Labor Force Grows, Brexit Gets Worse, Sanctions Expand
Economic Commentary: Europe Flirts With Recession
Economic Commentary: Hong Kong Under Stress, Central Banks Take It Easy
Economic Commentary: Challenging China’s State-Reported Economic Data
Economic Commentary: China Challenges Resume
Economic Commentary: Regime Change
Economic Commentary: Fed Preview, Japan-Korea Tensions, Debt Ceiling Lifted
Economic Commentary: Worldwide Challenges for the Automotive Industry
Economic Commentary: India’s Treasures, China’s Treasuries, Europe’s Treasurer
Economic Commentary: China Trade Truce, Vietnam in the Spotlight
Economic Commentary: Demographics
Economic Commentary: Fed Preview
Economic Commentary: Tracking Trade Conflicts in Asia and Mexico
Economic Commentary: European Elections, Tariff Consequences
Gains in U.S. productivity are encouraging. Will they endure and spread globally?
Trade Talks, the Middle-Income Trap, and CECL
Global Economic Outlook - May 2019
Negotiation and Ratification: Hurdles Remain for China Talks and the USMCA
Tracking Public Costs: Fiscal Follies, the Strong Dollar, and Incarceration
Fed Candidates Cross a Line; Illinois Finds Its Way
Uneven Recovery Brings New Attention to Old Ideas
Global Growth Slows, Yield Curve Inverts, and Latin America Feels the Pinch
Brexit Gets a Red Card, and the Fed Flattens its Dots
Fed's Balance Sheet Runoff Will End, but ECB Isn't Finished
Climate Change Matters to Investors and Leaders
Shifting Strategies in Site Selection, China Trade Negotiations, and Inflation Targeting
Investigating Ireland, Surveying Spain, and Diagnosing Data
Fannie and Freddie Face Their Fates
Challenges for the Fed and the Eurozone
China Struggles, Brexit Flops, and Conditions Tighten
Uncertain Markets, Unending Shutdown
2018
Economic Commentary: Tough Times for the Fed, China Negotiators and Brexit
Economic Commentary: Pension Pain
An Educated Look at Student Debt
Brexit Drama Reaches a Fever Pitch
The Policy Effects of the U.S. Midterm Election
Economic Themes for the Next Five Years
The IMF Faces An Uncertain Future (October 26, 2018)
Understanding "NEWFTA" (October 19, 2018)
Changing Climate (October 12, 2018)
Is There Hope For Illinois (October 5, 2018)
Post-Crisis Reflections on Europe (September 28, 2018)
The Fed Reaches for the Stars (September 21, 2018)
Learnings From Lehman Brothers (September 14, 2018)
Really Ready for Retirement? (September 7, 2018)
A Testing Time For Inflation Targeting (August 30, 2018)
Infrastructure Remains a Missed Opportunity (August 24, 2018)
Turkey's Month of Reckoning (August 21,2018)
Brexit at the Cliff's Edge (August 10, 2018)
India Works To Unlock Its Potential (August 3,2018)
Preserve The Federal Reserve’s Independence (July 27, 2018)
The Fed's Balance Sheet May Remain Larger for Longer (July 20, 2018)
Agriculture Around the World (July 13, 2018)
Frequently Asked Questions About Trade, Interest Rates, Brexit, and More (July 6, 2018)
Trade Battles: Who Will Blink First? (June 29, 2018)
Viewing Trade Barriers From Both Sides (June 22, 2018)
The Fed Pursues Net Neutrality (June 15, 2018)
A Tale of Two Koreas (June 8, 2018)
The Madness of Crowding Out (May 25, 2018)
Anticipating the Next Recession (May 18, 2018)
The States Are Strapped (May 11, 2018)
A NAFTA Retrospective (April 27, 2018)
Ireland's Anxiety (April 20, 2018)
Checks and Balances (April 13, 2018)
Grandmasters of Trade (April 6, 2018)
One Year Until Brexit (March 30, 2018)
Automation And Inflation: An Uncertain Linkage (March 23, 2018)
Further Thoughts On Trade Policy (March 16, 2018)
Trying Tariffs (March 9, 2018)
Tariffs Put Markets on Alert (March 2, 2018)
Budget Busting (February 23, 2018)
Fanning the Flames (February 16, 2018)
Reflation and Reflection (February 9, 2018)
Freddie, Fannie, Finis? (February 2, 2018)
Currency Kerfuffle (January 26, 2018)
Monetary Targets and Tactics (January 19, 2018)
The Tale of Tax Reform (January 12, 2018)
2017
This Week: The Spirit of the Season (December 22, 2017)
This Week: Themes of 2017 (December 15, 2017)
How Should The Fed React To Tax Reform? (December 8, 2017)
Is There Slack Left in the U.S. Labor Market? (December 1, 2017)
Things We Are Thankful For (November 22, 2017)
Still Laboring (November 17, 2017)
Is The Timing Right For Tax Reform? (November 10, 2017)
Meet The New Boss (November 3, 2017)
Tax Cut Calculus Remains Complicated (October 27, 2017)
China’s New Nationalism (October 20, 2017)
Puerto Rico: Left On An Island (October 13, 2017)
The Middle East Prepares for Economic Disruption (October 6, 2017)
Misbehavior Complicates Economic Outcomes (September 29, 2017)
The Tipping Point for Central Banks (September 22, 2017)
The Parable Of The Broken Window (September 15, 2017)
Corporate Tax Reform Is Long Overdue (September 8, 2017)
Reflections on the Houston Hurricane (September 1. 2017)
The Fading Light of Monetary Policy (August 25, 2017)
Policy Antidotes to Rising Drug Prices (August 18, 2017)
Why Are U.S. Wages Stuck In A Rut (August 11, 2017)
Monetary Policy Rules Revisited (August 4, 2017)
Will Bond Markets Need Saving? (July 28, 2017)
Automation and Anxiety (July 21, 2017)
French Revolution (July 14, 2017)
The U.S. Labor Market Through A Different Lens (July 7, 2017)
Mid-Year Musings (June 30, 2017)
Europe Is On The March (June 23, 2017)
The United Kingdom Faces a Rising Degree of Difficulty (June 17, 2017)
Will High-Rises Come Down to Earth? (June 9, 2017)
We Should Be Giving More Credit to Students, Not Less (June 2, 2017)
Interesting Times In Asia (May 26, 2017)
China's Trilemma (May 19, 2017)
What Does It Mean To “Buy American?” (May 12, 2017)
A Body Check to U.S./Canada Relations (May 5, 2017)
Will the French Election Prove Revolutionary? (April 21, 2017)
Keeping a Cap on Oil Prices (April 13, 2017)
Emerging Monetary Divergence (April 7, 2017)
Political Reality Trumps Policy Ambition (March 31, 2017)
Bring On Brexit (March 24, 2017)
Global Supply Chains Contain Inflation (March 17, 2017)
The Fed’s Rationale for Raising Rates (March 10, 2017)
The World Can’t Afford to Retire (March 3, 2017)
If You Build It, Will They Come? (February 24, 2017)
Central Banking at a Crossroads (February 17, 2017)
An Economic Look at Deregulation (February 10, 2017)
NAFTA's Complicated Legacy (February 3, 2017)
Fuzzy Math on Fiscal Policy (January 27, 2017)
Cash to Chips, Bricks to Clicks (January 20, 2017)
Playing Chess With China (January 13, 2017)
2016
Highlights of the Year (December 16, 2016)
FOMC Preview Getting Ready for the New Regime (December 9, 2016)
Decision Day for Italy (December 2, 2016)
The View From Far Away (November 23, 2016)
The Bond Market’s Ballot (November 18, 2016)
An Economic Analysis of the U.S. Election (November 10, 2016)
The Two Faces of the U.S. Labor Market (November 4, 2016)
Trying To Avoid A Bad Trade (October 28, 2016)
Breaking Up Is Hard To Do (October 21, 2016)
A Taxing Campaign (October 14, 2016)
The Myths of Manufacturing (October 7, 2016)
U.S. Health Care Needs Major Surgery (September 30, 2016)
Rules and Rulers (September 23, 2016)
A Hawkish Hold (September 21, 2016)
Where's the Inflation (September 16, 2016)
Beware of Larger for Longer (September 9, 2016)
Emerging Markets in Improved Position (September 2, 2016)
LIBOR – Checkered Past, Pressured Present (Aug 2016)
Looking Past the Olympic Carnival (Aug 2016)