The Weekly Brief

The Weekly Brief

  • Higher Home Prices

    Higher Home Prices

    The housing market is picking up steam, which could put upward pressure on inflation. Learn more in the Weekly Brief.

    Read More

  • Predicting Inflation

    Predicting Inflation

    Investors may want to take inflation forecasts with a grain of salt. We explain why in the Weekly Brief.

    Read More

  • Jobless Claims Rise

    Jobless Claims Rise

    Signs of a weakening labor market may help bolster the case for keeping rate hikes on hold.

    Read More

  • The Savings Effect

    The Savings Effect

    The consensus is still expecting a recession, but we’re not there yet. One important reason why is household savings levels. Learn more in the Weekly Brief.

    Read More

  • Inflation Roots

    Inflation Roots

    The current level of inflation is the result of fiscal policy, not because of a decline in capacity. We explain in the Weekly Brief.

    Read More

  • Recession Perspectives

    Recession Perspectives

    In this edition of the Weekly Brief, we look back at prior recessions and how they compare to the current market environment.

    Read More

  • Restaurant Demand Slowing

    Restaurant Demand Slowing

    Data from the Restaurant Performance Index shows that both expectations and current demand are falling. This could be a sign of softening in consumer services.

    Read More

  • Up or Down?

    Up or Down?

    In this edition of the Weekly Brief, we take a close look at the arguments for long-term interest rates moving higher or lower.

    Read More

  • Monetary Policy Timing

    Monetary Policy Timing

    History tells us that it takes time for monetary policy to work its way through the economy.

    Read More