Weighing the Week Ahead: Quit Fighting the Last War

There is a normal economic calendar featuring four different housing reports. With little interest in recent economic or earnings news, the punditry has been interested in history. For many it is another opportunity to sell fear. The pundits might not change focus, but investors should have a resolution: Quit fighting the last war! Today’s WTWA […]

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Weighing the Week Ahead: Inflation Watch

There is a big economic calendar competing with mid-term election campaign stories. The increase in hourly wages in the employment report offset some market enthusiasm about continuing job market strength. With inflation concerns on a hair trigger, expect special focus on this week’s PPI and CPI. The Beige Book and JOLTS report will also get […]

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Weighing the Week Ahead: Should Investors Worry about the Yield Curve?

Once again, the economic calendar is fairly light. Vacations continue for many. The upcoming Labor Day weekend will tempt many market participants to end this week early. Financial news seems more like political news these days. Much of the punditry is focused on a death watch for the bull market, with daily discuss of the […]

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Weighing the Week Ahead: Don’t Get Framed!

The market remains in a narrow trading range, near the record highs. There have been some relatively minor leadership changes. This reflects not investor complacency, but intense disagreement about how to interpret data and events. Each viewpoint has a history, a philosophy, and problem something to sell! The power to set the agenda and to […]

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Weighing the Week Ahead: A Delicate (and Temporary) Balance

Despite plenty of news, there was little market reaction. In a summer week including many vacations, we have a modest economic calendar but plenty of earnings news. I expect the punditry to be asking: What will disrupt the balance of news? Opinions about the balance are quite diverse, as a recap of last week shows. […]

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