Weighing the Week Ahead: How Stocks Can Ignore Political Turmoil

The economic calendar is normal with emphasis on inflation data and housing news. These routine reports continue in the background as the Washington headlines continue. We would all like to focus on markets, but the daily news flow emphasizes the turmoil. Many people are asking: How can markets ignore the political turmoil? Last Week Recap […]

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Proposed Tariff Increase: A Cheap Thrill?

New Fed Chairman Powell had just finished his Senate testimony.  Market participants were digesting the morning’s economic data and the likely Fed reaction. Then…something happened.  Normally I am skeptical of the post hoc analysis of market moves, but this one was clear.  President Trump announced the intention to raise tariffs on steel and aluminum.  Stocks […]

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Weighing the Week Ahead: Will There Finally be an Infrastructure Bill?

The economic calendar is full, including all of the big reports except employment.  There will be some attention to the data, but I expect competition from Congress.  Many will be asking: What are the chances for an infrastructure bill? Last Week Recap My last edition of WTWA I predicted a continuing discussion of whether stocks […]

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