Weighing the Week Ahead: Sustaining a Fragile Recovery

The economic calendar is a big one, compressed into a holiday-shortened week.  Market participants will be checking out shortly after the Thursday morning jobs report for an extended weekend – somewhere! Employment data is the focus, but ISM manufacturing, consumer confidence, industrial production, factory orders, pending home sales, and auto sales are also all on […]

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Weighing the Week Ahead: Understanding a Mixed Message

The economic calendar is normal including reports on home sales, consumer confidence, personal income and spending and jobless claims.  The final revision of Q1 GDP will be of less interest.  While there is growing interest in economic data, most investors and analysts know that the threat from COVID-19 has not ended.  Bloomberg Businessweek’s cover story […]

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Weighing the Week(s) Ahead: Can Investors Depend on the Rebound Trend?

The economic calendar is normal, featuring housing data and retail sales. Everyone is also watching jobless claims for confirmation that employment is rebounding from the extremely depressed levels. With so many economic and market crosscurrents, it is a good time for investors to align their expectations with the time frame of their plan. Will the […]

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Weighing the Week Ahead: Are We There Yet?

The economic calendar is a big one, featuring several employment reports, including the official version from the BLS. The ISM manufacturing and non-manufacturing surveys provide an early look at economic changes. Despite the significance of the data, most are regarding it as old news. There is widespread willingness to look beyond the chasm of this […]

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