Weighing the Week Ahead: Anything Goes!

I cannot remember a market week with so many significant events. Important economic data and testimony by Fed Chairman Powell would be a big week. But we also have the Trump/Putin meeting, the start of an important earnings season, and the daily soap opera from Washington. I complained to Mrs. OldProf that there was no […]

Read More

Weighing the Week Ahead: Inflation on the Horizon?

The economic calendar is a light one, and many regular participants are on vacation. The most important data include PPI, CPI, and JOLTS, the best read on a tightening labor market. I expect pundits to put these pieces together and wonder: Is inflation finally on the horizon? Last Week Recap In my last edition of […]

Read More

Weighing the Week Ahead: Is it Time to Worry About 2020?

The economic calendar is loaded with the most important reports. The four trading days are divided by a Wednesday holiday, meaning some extra days off for most. Normally the data would dominate the discussion. But many find the current story — steady growth, improved earnings, and lack of oomph in stocks—a boring one. This week’s […]

Read More

Weighing the Week Ahead: Will Incipient Headwinds Derail the Economy?

The economic calendar is loaded. The many reports include several of the most-watched. The data may even generate enough fresh news to break the summer slumber. There is plenty of skepticism about the most recent economic data. I expect pundits to be asking: Will incipient headwinds derail the economy? Last Week Recap In my last […]

Read More

Weighing the Week Ahead: Is it Time to Worry About a Trade War?

The economic calendar is light. Most of the “financial” news flow relates to non-core stories. Of the various geo-political themes, there is one that is most significant for investors. Expect pundits to be asking: Is it time for investors to worry about a trade war? Last Week Recap In my last edition of WTWA I […]

Read More
Page 1 of 3123