Weighing the Week Ahead: Can US/China Trade Talks Save the Global Economy?

This week’s economic calendar is important, including reports on personal income and spending, consumer confidence, and the Fed’s favorite inflation indicators. Despite this, the punditry will be looking toward the week’s end and news from the G20 meetings. Naturally, we can expect some advance leaks. Everyone will be wondering: Can a US/China trade truce boost […]

Read More

Weighing the Week Ahead: A De Facto Expansion of the Fed’s Mandate?

The economic calendar is normal, highlighting housing data, leading indicators, and the FOMC decision. The pundit conversation remains all about the Fed, but a new angle is getting more attention. The talking heads will not raise the question explicitly – sticking to personal ideas of what the Fed should be doing. The implication? Are we […]

Read More

Can the Market Rally Without FAANG?

The market rally has occurred without much help from FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google). Financial media, with the typical hunger for a story, asks, “Can the market rally without Apple (AAPL).” The entire FAANG group is frequently suggested as an alternative proposition. The question rests on the hoary market concept of “leadership.” […]

Read More