The economic calendar is normal, with an emphasis on housing and sentiment data. Earnings season is in full swing and expectations remain high. We have witnessed improvement on several fronts. Since that is not very newsworthy, the punditry will be asking: Where can we find some fresh fears? Last Week Recap In my last edition […]
The economic calendar is normal, with an emphasis on housing and sentiment data. Earnings season is in full swing and expectations remain high. We have witnessed improvement on several fronts. Since that is not very newsworthy, the punditry will be asking: Where can we find some fresh fears? Last Week Recap In my last edition […]
The economic calendar is normal, with an emphasis on housing. Earnings season begins in earnest, with widespread, high expectations. Especially after Friday’s selloff, many will be wondering: Do stock prices already reflect strong earnings growth? Last Week Recap In my last edition of WTWA I asked whether the Trump Trade had reached a tipping point. […]
The economic calendar is normal, with an emphasis on inflation data and the Fed. The increased intra-day volatility, often driven by overnight comments in China news or a Presidential tweet, has everyone’s attention. Even Fed punditry will take a back seat. With an increased sense of urgency, many will be wondering: Has the Trump Trade […]
The economic calendar has several of the most important reports. The managerial rosters will be back at full strength, perhaps after an extra day or two off. Investment committees will consider implications from Q1 results. Pundits will try to explain what it all means. They will ask: Have stock prices diverged from the fundamental outlook? […]