Economic Analysis

Jul 4, 2008
U.S. Economic Preview: July 7-11
Surveys turn weaker.

Jul 3, 2008
Market Forces: A Stellar Six Months for Commodities
Commodities rack up their best half-yearly performance in 35 years.

Jul 3, 2008
Laid-Off Workers Receive Help From Washington
Stimulus will help, but not fix, the ailing economy.

Jul 3, 2008
Macro Roundup: The Road to Redemption
South Korea’s government faces a harsh economic reality.

Jul 2, 2008
Macro Roundup: Exploding Inflation
A central bank rate hike could raise borrowing costs while the economy is weakening.

Jul 2, 2008
Global Outlook: An Epic Shift in Terms of Trade
Income is redistributed, and inflation becomes a worldwide problem.

Jul 2, 2008
Market Forces: Financial Crisis Nears an Anniversary
There isn't anything to celebrate.

Jul 1, 2008
U.S. Chartbook: Inflation Depresses Spending Power
This is uncharted territory for many consumers.

Jun 30, 2008
Peak Oil, or Oil at a Peak?
Reasons to believe (and hope) that crude prices will fall soon.

Jun 29, 2008
Asia Pacific Preview: June 30-July 4
Trade data releases should indicate the effects of the U.S. downturn.

Jun 28, 2008
European Preview: June 30-July 4
Markets will focus on the ECB monetary policy announcement and post-meeting statement.

Jun 27, 2008
U.S. Economic Preview: June 30-July 3
An impressive performance, considering the drags.

Jun 27, 2008
Macro Roundup: Discouraging Signs in the Euro Zone
Indicators suggest GDP growth slowed in the second quarter.

Jun 27, 2008
Market Forces: Equity Drop Foreshadows Downturn
Financial weakness has spread to the real economy.

Jun 27, 2008
Macro Roundup: Malaise Permeates Japanese Economy
End-of-month numbers confirm the dim outlook for exports and domestic conditions.

Jun 26, 2008
Market Forces: Six Months of Trouble for Asian Equities
Global inflation and fear of a U.S. recession pull funds away from Asia.

Jun 25, 2008
Recession Road Map
How the current downturn compares with those of the past.

Jun 25, 2008
Venezuela Outlook: Moving Toward Stagflation?
Even a small drop in oil prices would spell trouble.

Jun 25, 2008
Euro Zone Inflation Roundup: How High?
And what will the ECB do?

Jun 25, 2008
U.S. Industry Outlook: Exporters Win Big
The low U.S. dollar is creating an export boom.