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  • December 27, 2024

    High points for economic data scheduled for December 30 week

    The New Year’s Day observance sits in the middle of the December 30 week. This means some disruptions to normal release patterns. There is an early close for bond markets on Tuesday, and a full [...]

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  • December 20, 2024

    High points for economic data scheduled for December 23 and 30 weeks

    With Christmas, Hanukkah, and other holiday observances dominating the calendar for the next two weeks, there is very little on the US economic data schedule that will demand attention. Most of the numbers will put [...]

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  • December 20, 2024

    Global economy ending 2025 much as expected

    Econoday’s Relative Economic Performance Index (RPI) edged up to exactly zero last week, showing recent global economic activity matching market forecasts. However, within the mix, China continues to underperform alongside Canada and Switzerland and the [...]

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  • December 19, 2024

    Podcast – Cautious rate cuts to characterise 2025

    Other issues aside, interest rate cuts by a number of central banks should have made for a happy ending to 2024 for many investors. However, new doubts about how far and how fast rates will be cut in 2025 threaten to spoil the party.

  • December 13, 2024

    Underperforming global economy justifies interest rate cuts

    Econoday’s Relative Economic Performance Index (RPI) closed out last week at minus 4. While not significantly below zero, this extended its unbroken run of sub-zero readings to three weeks and, with the RPI-P at minus [...]

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  • December 13, 2024

    High points for economic data scheduled for December 16 week

    The FOMC meets on Tuesday and Wednesday in the December 16 week with the FOMC statement and update to the quarterly summary of economic projections (SEP) expected at 14:00 ET on Wednesday. Chair Jerome Powell [...]

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