Economic Comments

John Davidson
John W. Davidson has more than 30 years of investment industry experience and holds an MBA in finance and a master's in mathematics from Boston College, as well as a bachelor's in economics from Amherst College. He lives in Camden.
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Economic comments, week ending March 3
By John W. Davidson - Mar 04Economic news was mostly positive again this week, but many remain skeptical about the durability of the recovery. Some will wait till next week ...
Economic comments, week ending Jan. 20
By John W. Davidson - Jan 23This week's releases were positive for U.S. growth and well-contained inflationary pressure. Equity prices were higher and government bond prices ...
Economic comments, week ending Dec. 16
By John W. Davidson - Dec 18Disappointment in the European Summit follow-up and in the lack of more accommodation on the part of the U.S. FOMC sent investors to seek safe ...
Economic Comments, week ending Oct. 21
By John W. Davidson - Oct 23This past week's releases show some signs of gradual improvement but also the start of a pick-up of inflationary pressures in the headline ...
Economic comments, week ending Aug. 5
By John W. Davidson - Aug 07The July U.S. employment report surprised on the upside as one of the few exceptions to this week's otherwise soft economic releases. The debt ...
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Economic Comments — Week ending April 8
By John W. Davidson - Apr 11While most economic releases this week showed that the global economy was solidly in the expansion zone, some signs of softening appeared. In ...
Economic comments, week ending Feb. 25
By John W. Davidson - Feb 28The releases this past week suggested that the economy remained in the expansion zone even though U.S. Employment and Housing has yet to participat...
Economic comments, week ending Feb. 4
By John W. Davidson - Feb 07This past week's economic and earnings releases remained solidly in the expansion zone with the notable exception of the U.S. Employment Report. ...
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Economic comments, week ending Jan. 14
By John W. Davidson - Jan 16This week's releases showed continued economic recovery and started to reveal evidence of a pick up of inflation. The WSJ poll of Economists ...
Economic comments, week ending Dec. 30
By John W. Davidson - Jan 02In the final weeks of the year, most releases confirmed the global recovery. Even U.S. housing and employment enjoyed some kernels of good news. ...
Economic comments, week ending Feb. 17
By John W. Davidson - Feb 20Economic news was mostly positive for the week. In fact, ISI's Economist Nancy Lazar reported that this has been the 20th successive week of ...
Economic comments, week ending Jan. 14
By John W. Davidson - Jan 15After a string of positive economic releases for the U.S. economy, this past week's U.S. releases were on the softer side. European releases ...
Economic comments, week ending Nov. 25
Nov 27Economic releases continued to support the expansion scenario in the U.S., but not in Europe. Even though the U.S. recovery has been within the ...
Economic comments, week ending Sept. 23
By John W. Davidson - Sep 26This week's Economic releases and Fed comments heightened worries of a double dip contraction. Concern that a Greek default or restructuring could ...
Economic comments, week ending July 15
By John W. Davidson - Jul 17This week's economic releases supported the soft patch case, but silliness in Washington and the continued sovereign debt crisis in the Euro-zone ...
Economic Comments, week ending March 18
By John W. Davidson - Mar 21The magnitude of the human devastation in Japan was beyond comprehension. By week's end, over 8,000 people were known to have lost their lives and ...
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Economic comments, week ending Feb. 18
By John W. Davidson - Feb 22At points of inflection in the economy, the messages are often mixed. So it was this past week. The recovery continued, but growth has been ...
Economic comments, week ending Jan. 28
By John W. Davidson - Jan 30This week's economic and earnings releases portrayed a move from recovery into expansion, but the capital markets were under the siege of protester...
Economic comments, week ending Jan. 7
By John W. Davidson - Jan 09In the first week of the year, economic releases continued to support evidence of a global economic recovery in spite of a disappointing U.S. ...
Economic comments, week ending Dec. 17
By John W. Davidson - Dec 19This week's releases portrayed steady global economic recovery void of evidence of inflationary pressures. At the conclusion of the FOMC meeting ...