Economic Commentary

Economy & Policy January 02, 2026 Chief Economist Eugenio J. Alemán discusses current economic conditions. Since this is our first Weekly Economics of this new year, we felt it was important to mention what transpired during the last Federal Open Market Committee (FOMC) meeting of 2025, according to the FOMC minutes. This week’s release of […]

December 15, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We are getting close to the time when forecasts for next year will suggest how we should invest to optimize our portfolio. But wait – we are at that time when we should realize that last year’s forecasts weren’t […]

Economy & Policy December 19, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Now that the Bureau of Labor Statistics (BLS) released the delayed October and November nonfarm payroll numbers, do we know more about the US labor market than we knew before the release? Probably not. The release of both the October […]

Markets & Investing What dividends communicate to the most important people in the conversation. Investors are needy. Insatiable, really. But it makes sense: If an investor buys a share of a company, they’re going to want some benefit from it. And under the Friedman doctrine – the most influential model for business ethics since the […]