Weighing the Week Ahead: The Real-Time Economic Lesson Continues

It is a light economic calendar in a holiday-shortened week. Political headlines and the government shutdown will dominate financial news. Earnings reports are more important for investors, so we should focus there. I also recommend several key themes. We should all be watching closely as…. The Real-Time Economic Lesson Continues. I hope we can analyze […]

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Weighing the Week Ahead: Will Corporate Earnings Results Change the Message of the Markets?

It is a light economic calendar without any of the most important reports. The government shutdown will command increasing attention as long as it continues. Finally, there is some real competition in financial news – the start of earnings season. For weeks it has been a battle between economic data and stock prices, between economists […]

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Weighing the Week Ahead: Should We Worry about Indicators that Decline from a Peak?

We are back to a normal economic calendar, with Congress in session and plenty of FedSpeak. Until the government shutdown ends, I expect that to get maximum news coverage, followed by the President’s latest legal troubles. Since these are not the most important market stories, I want to examine more closely the debate about economic […]

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