William Pesek

ECONOMIC WEEK AHEAD: February 17–20

Feb 16, 2026 3 min read

This holiday-shortened week could be a pivotal one for investors trying to gauge the outlook for Fed policymaking. Highlights include a first estimate of Q4-2025 real GDP (Fri), December PCED inflation (Fri), February consumer sentiment (Fri), and the minutes from the January 27-28 Federal Open Market Committee meeting (Wed), when policymakers held rates steady. This fresh influx is especially welcome as the economy moves past the government-shutdown data distortions and

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: February 2-6

Feb 1, 2026 3 min read

The week ahead has an anything-goes energy as a variety of key data and earnings reports vie for attention amid peak geopolitical intrigue. Last week left quite an impression on global markets. Trading in gold and silver went off the rails. "Dollar debasement" concerns competed with yen-intervention chatter. Donald Trump's White House kept everyone on their toes, hinting at military action in Iran and threatening new

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: January 20–23

Jan 19, 2026 3 min read

This is one of those be-ready-for-anything weeks as wildcards abound for both US and global markets—most of them POTUS-related. Investors will be glued to screens for any news involving the Justice Department's investigation of Federal Reserve Chair Jerome Powell. In addition, on Wednesday, the Supreme Court hears arguments over Trump's attempt to fire Fed Governor Lisa Cook. Tariff developments could come fast and furious, following

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: December 22–26

Dec 21, 2025 3 min read

This looks to be a mercifully quiet holiday week that nonetheless offers a smattering of key data releases. Chief among them will be Q3's GDP and December's Consumer Confidence Index survey. Clearly, the economic fog caused by the government shutdown is following the markets into the new year. Though recent employment data have been illuminating—showing that the labor market may be a bit more robust

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: December 15–19

Dec 14, 2025 3 min read

This week is loaded with long-delayed government data releases, including on employment and inflation, which will provide a reality check on the economy's performance in the final weeks of 2025. This week's earnings reports from FedEx, General Mills, Carnival, and Jabil could also be illuminating. Last week's Federal Open Market Committee event produced a third rate cut this year, three dissenting votes, and the

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: December 8-12

Dec 7, 2025 3 min read

Obviously, this week is all about the Fed's big interest-rate decision (Wed); the policymakers are expected almost universally to cut rates 25bps for a third time this year. The immediate focus will be on the composition of the FOMC's vote and the insights from Fed Chair Jerome Powell's press conference: how many dissenters, if any; Fed officials' take on the balance of risks

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: December 1-5

Nov 30, 2025 3 min read

With the odds of a December Fed rate cut starting the week at 86% (according to CME FedWatch), the Fed and investors alike probably wish more hard economic data were hitting the tape. Ten days ahead of the most anticipated Federal Open Market Committee (FOMC) meeting this year, the hawks and doves are doing a bang-up job making their cases for either waiting until late January to lower the federal

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: November 24-28

Nov 23, 2025 3 min read

During this holiday-shortened week, investors will receive a cornucopia of data now that the government is open again. Some of the data will be a bit stale. But they should indicate how Q3 ended for the economy. September's retail sales report (Tue) should show a solid increase, with strength in spending by higher-income shoppers more than offsetting the weakness in spending by lower-income workers. This dichotomy is supported

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: November 17-21

Nov 16, 2025 2 min read

The week ahead is a pivotal one for market participants seeking some clarity on US growth and the likelihood of another Fed rate cut. Now that the longest-ever government shutdown is over, investors will finally get a look at the September employment report. While stale at this point, the report should provide some insight into labor market conditions. A flurry of public speaking events by Fed officials will reveal whether

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: November 10-14

Nov 9, 2025 3 min read

On October 29, Fed Chair Jerome Powell said, "[W]hat do you do if you're driving in the fog? You slow down." He was referring to the lack of economic data due to the government shutdown. The Fed and the financial markets now have been deprived of two monthly employment reports. Add to the shutdown casualties list the October PPI and CPI, which would've

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: October 13 - 17

Oct 12, 2025 3 min read

As the latest episode of the “Trump versus Xi” series airs this week, it's perhaps fitting that the shuttered US government won't be releasing most key data for September. What happened last month, after all, may matter little if the two biggest economies engage in a trade war. The impact of the 130% tariff that President Donald Trump threatens to impose on China, effective November 1,

William Pesek
Ed Yardeni

ECONOMIC WEEK AHEAD: October 6 - 10

Oct 5, 2025 3 min read

This is a quiet week for key economic data releases, but it is even quieter due to the ongoing government shutdown. For financial markets, this informational void is equivalent to flying blind. That also applies to Fed officials who are undecided about the need to vote for a rate cut at the October 28-29 FOMC meeting. This week will offer investors insights into the internal dynamics of the September 16-17

Ed Yardeni
William Pesek

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