News

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 has been a busy week, with a number of developments that, at first glance, seem concerning. But how worried should we be? Let’s get right to what mattered.

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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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Brad here. One of the things I have learned is that while history doesn’t necessarily repeat itself, it does rhyme—even in the financial markets. My colleague, Tom Logue, is a student of how the market behaves. Here, he lays out some reasons for optimism as we enter the fall. Thanks, Tom, and I hope you are right!

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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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Once again, this week was all about inflation—and the data was more mixed this time. Most of the news was good, as core inflation continued to tick down, while the monthly figures were in line with expectations. But the year-on-year headline number rose for the first time in months. It didn’t rise by a lot, only 0.2 percent. Still, that wasn’t a drop. It also raises the possibility that inflation could be bouncing back. Spoiler alert: I don’t think so.

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