Weighing the Week Ahead: Storm Warnings

We have a normal economic calendar. Tuesday’s election will take center stage. Markets have less than expected interest in the election. Partly this reflects confidence in a split outcome, with no major policy changes. I expect pundits, especially if encouraged by early-week trading, to focus on the signals from volatility and markets declining below technical […]

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Weighing the Week Ahead: Major Market Misperceptions

We have a light economic calendar with a focus on housing. Earnings season would normally be the most important market theme. For now, observers are seeing what they want to see in earnings reports. That makes it easier for pundits to take up a favorite topic: What is about to go wrong? There are so […]

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Weighing the Week Ahead: Can Earnings Season Spark a Rebound in Stocks?

We have a normal economic calendar with a focus on housing data. Earnings season will be in full swing. The background for this news will, of course, be the stock market volatility and decline of the past week. That story will command the early-week attention, especially if aggressive selling resumes. Recent earnings seasons have buoyed […]

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Weighing the Week Ahead: Do Rising Interest Rates Signal the Beginning of the End?

There is a light economic calendar with a focus on inflation data. This is timely given the growing fear about rising interest rates. While these reports have been benign in recent years, even a modest uptick could fuel concerns. If the focus remains non-political, pundits will be asking: Do rising interest rates signal the beginning […]

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Weighing the Week Ahead: Asking the Right Questions

There is a big economic calendar featuring the most important monthly reports – employment, ISM manufacturing, ISM services, and auto sales. In normal times we would be analyzing the data and the implications for corporate earnings and interest rates. There will be some of that, of course, but the “real” market news seems to be […]

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