William Pesek

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

ECONOMIC WEEK AHEAD: September 29 - October 3

Sep 28, 2025 3 min read

Monthly employment reports have been suspenseful enough in recent months, but the real drama surrounding September's hotly anticipated figures is whether they will even be released on Friday. They won't be if the government shuts down on October 1 amid partisan bickering. Assuming the data come out, we expect them to show that the economy remains more buoyant than the conventional wisdom acknowledges given how surprised

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: September 22 - 26

Sep 21, 2025 3 min read

The week ahead will offer timely clues about both the American consumer and inflation. The economic releases this week might also influence financial market expectations about another Fed rate cut as soon as the October 28-29 Federal Open Market Committee (FOMC) meeting. The federal funds futures market was expecting three 25bps rate cuts over the next six months last week before Thursday's upbeat initial unemployment claims cut the

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: September 15 - 19

Sep 14, 2025 3 min read

Central banks take the spotlight this week as monetary policymakers from Washington to Tokyo cut to the chase on the balance of economic risks. Though the Federal Reserve's two-day meeting (Tue-Wed) is the main event, rate decisions by the Bank of Canada (Wed), the Bank of England (Thu), and the Bank of Japan (Fri) may reveal much about the degree to which US tariffs are disrupting economies around

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: September 8 - 12

Sep 7, 2025 3 min read

On Tuesday at 10:00 a.m., the Bureau of Labor Statistics (BLS) will publish its preliminary benchmark revision for March 2025 employment data. This coincides with the release of the Quarterly Census of Employment and Wages (QCEW) data for Q1-2025. The preliminary revision will estimate how much the monthly payroll report overstated (or understated) actual job growth between April 2024 and March 2025. The final benchmark revision will be

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: September 2 - 5

Sep 1, 2025 3 min read

This week is chock-a-block with data reports, all building up to Friday's pivotal employment report. The August jobs release will offer a reality check of sorts following July's surprisingly soft reading and significant downward revisions to results for May and June. It could determine whether the Federal Open Market Committee (FOMC) proceeds with a rate cut at its September 16-17 policy meeting. The July jobs data

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: August 25-29

Aug 24, 2025 3 min read

Now that Fed Chair Jerome Powell is talking the talk of easing, markets are on the lookout for whether upcoming data are walking the walk. A Fed rate cut next month isn't a done deal, no matter what Powell hinted at last Friday at Jackson Hole. A lot can happen in a few weeks. Before the Federal Open Market Committee (FOMC) meets September 16-17, policymakers will see a

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: August 18 - 22

Aug 17, 2025 3 min read

Wolf pack sightings aren’t uncommon in Grand Teton National Park. But this week, Fed Chair Jerome Powell may find himself fending off a large pack of them again as Federal Reserve officials gather for their annual retreat in Jackson Hole, Wyoming. The two-plus weeks since July's week employment surprise have given economic pessimists room to roam. Weaker-than-expected data, though, now confront hotter inflation sightings. Given the core

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: July 28 - August 1

Jul 27, 2025 3 min read

This is a big week on the monetary policy front, with the Federal Reserve, Bank of Japan, and Bank of Canada all holding policy meetings. Naturally, the main event will be the Federal Open Market Committee’s widely expected decision (Wed) to leave the federal funds rate unchanged. We are among those expecting no change. However, we do expect that Fed Chair Jerome Powell's press conference (Wed) will

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: July 21-25

Jul 20, 2025 3 min read

This might be a good week to take a summer vacation. The economic data calendar is light. On Monday, Fed Chair Powell will speak in Washington, perhaps offering an update on his views on employment, inflation, and interest rates. He won't comment on calls for his resignation. Vice Chair Michelle W. Bowman could make some news at the same conference the following day. The European Central Bank is

Ed Yardeni
William Pesek

Week Ahead: July 14 - 18

Jul 13, 2025 4 min read

This will be a jampacked week for economic indicators and big banks' Q2 earnings reports. We are relatively optimistic about the latter, which should be bullish for the stock market. The inflation news may show some signs of tariff-related warming. Consumer-related data are likely to be be mixed. The White House will probably keep tariffs and the Fed in the news on a daily basis. On balance, we expect

Ed Yardeni
William Pesek

ECONOMIC WEEK AHEAD: June 30-July 4

Jun 29, 2025 3 min read

It may be July 4th week in the US, but we don't expect many fireworks on the economic data front. Of course, surprises could come from events in the Middle East, as Israel, Iran, and the Trump administration figure out whether the ceasefire will hold or missiles will start flying again. Surprises could also come from Trump's trade negotiations. A bunch of deals are expected in

William Pesek
Ed Yardeni

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