Weighing the Week Ahead: Will Slowing Chinese Growth Spark a Global Recession?

We have a big economic calendar with some reporting still catching up from the government shutdown. Inflation data, small business and consumer confidence, and retail sales lead the list. In addition to the U.S. economic data, there is increasing concern about China. Pundits are wondering: Will weakening Chinese growth drag the world into a recession? […]

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Weighing the Week Ahead: What is “Baked Into” Current Market Prices?

We have an important calendar with employment and housing news. Some important market worries have been avoided, at least for a time. What is behind the rebound in stocks. Trying to explain the reasons for changed market perceptions is a wonderful topic for pundits! Anyone can play since no credentials or expertise are required. Everyone […]

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Weighing the Week Ahead: Should Investors Worry about the 200-day Moving Average?

We have a normal economic calendar, and 1/3 of S&P 500 companies have not yet reported Q418 earnings. Corporate earnings are not confirming those who thought the market was signaling a recession. Both the economy and earnings remain in the background. Daily market moves, even small ones, and the often-erroneous explanations dominate the financial news. […]

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Weighing the Week Ahead: Looking Beyond the Obvious

We have a small economic calendar, but another big week for earnings. Corporate earnings are not confirming those who thought the market was signaling a recession. Starved for something new to worry about, the punditry has turned to reductions in earnings estimates. This newfound interest in forward earnings provides another dimension for the gloomy set. […]

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