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Economic and Policy Commentary

Economic and Policy Commentary

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What do monetary policy and foreign policy have in common?
Denial? Manipulation?
 • Robert Brusca

December 2025

FOMC Minutes: A story of a confused and unfocused central bank
Fed ignores a half-decade inflation overshoot to protect unemployment from minor dislocation...as the source of unemployment dislocation fades away...
 • Robert Brusca
2026...COMING SOON
LOTS IN STORE FOR THE NEW YEAR
 • Robert Brusca
Pre-Christmas Data Recap Data, data, everywhere but not a drop of wisdom
and thoughts on 2026...
 • Robert Brusca
Christmas is coming...and very little data, so RELAX and Enjoy!
finishing off a week of central bank activity
 • Robert Brusca
CPI Eases and Philly Philadelphia Index backtracks…but why?
Most Philly components rise on the month… the Cpis simply surprises after going AWOL
 • Robert Brusca
US Payrolls grow/Unemployment rate rises
U-rate last higher Sept 2021 in Pandemic… And before that last higher in January 2017 in waning Days of Obama Administration, as Trump was taking office
 • Robert Brusca
Fed cuts rates, restarts bill purchases, we wait for jobs
Data: Jobs, Retail sales, CPI, MFG surveys, and More
 • Robert Brusca
Monetary Policy: Everything Old Is New Again...But Not The Same
full article on Seeking Alpha
 • Robert Brusca
The Week Ahead What is the Fed doing…and why?
Does it really make any sense?
 • Robert Brusca
MFG ISM languishes
Output shows growth Prices are high but pressure diminishing
 • Robert Brusca
How evil are tariffs?
How much real evil have we ignored to demonize other things?
 • Robert Brusca
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