Instant Analysis: November jobs report

Scott Anderson
Chief Economist

The government’s November report on U.S. employment is solid, any way you slice it. And the larger-than-expected drop in the unemployment rate may be the biggest surprise of all.

Read More ›

U.S. Outlook: Is the housing recovery back on track?

Scott Anderson
Chief Economist
homeprices_rise_crop

Recent October data suggests home sales bounced back from a summer swoon, but other factors are showing signs of weakness.

Read More ›

U.S. Outlook: Encouraging signs of growth still evident

Scott Anderson
Chief Economist
jobless_1122

“Better than expected” is a phrase you will hear often about this October’s economic data. Is the U.S. economy on the cusp of a meaningful acceleration? Below is a brief summary of my weekly analysis, followed by a link to the full report, delivered on Nov. 22, 2013. (Note: This report covers two weeks; there […]

Read More ›

Instant Analysis: October FOMC minutes

Scott Anderson
Chief Economist
Federal Reserve

Key observations: October FOMC minutes were not dovish enough for markets. Solid jobs reports could trigger tapering announcement in January. The minutes of the October FOMC meeting were not dovish enough for the markets to sustain their recent rally. Both stock and bonds sold off in the afternoon following the release of the minutes. The […]

Read More ›