Weighing the Week Ahead: Time for the Bond Correction?

The calendar has very little important data. The highlight is the FOMC announcement and press conference on Wednesday. Even though the Fed is not expected to change course, bonds have gotten much weaker, sending the ten-year note yield higher. This effect is gaining notice. Should we expect a further bond selloff? Last Week There was […]

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Weighing the Week Ahead: Should We Fear the Fed?

The calendar has little important data. Friday’s sharp selling was widely attributed to the fear of a Fed rate hike in September. Is it time? Should we fear the Fed? Last Week There was not much news, and it was another mixed picture. Theme Recap In my last WTWA, I predicted a continuing discussion of […]

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Weighing the Week Ahead: Should We Expect September Mourning?

The abbreviated week’s calendar has little important data. The economic news last week leaves open the timing of the next interest rate increase. As vacationing market participants yawn their way back to their desks and trading floors, what will be the focus? A look at the calendar and the end of summer will have them […]

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Weighing the Week Ahead: Showdown at Jackson Hole?

This week’s calendar features yet another light week for data, a lot of politics, and slow summer trading. Something has to fill all of that air time! This week the punditry gets their favorite topic – the Fed. Chair Yellen’s speech on Friday may set the tone for post-election monetary policy. Sometimes there is also […]

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Weighing the Week Ahead: What Might Derail the Stock Market Rally?

This week’s calendar includes a light schedule for data with an emphasis on housing. Earnings season is in full swing with important reports every day. The early reception has been surprisingly good, creating plenty of mystified pundits. The financial media will be asking: What Can Derail the Rally in Stocks? Last Week The economic news […]

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