Weighing the Week Ahead: Is the Fed Too Optimistic?

The calendar continues in something of an alternating mode. Last week had plenty of important data; this week has little. Instead we get multiple speeches from Fed Presidents and Governors and the release of the last FOMC minutes. Little data plus lots of Fed news is a natural draw for the punditry. This week they […]

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Weighing the Week Ahead: Can Markets Finally Celebrate Good News?

The data calendar continues in something of an alternating mode. This week we have a concentration of the important economic releases. We also have daily appearances by Fed members. This provides a daily opportunity for pundits to interpret the news: Can markets finally celebrate good news? Prior Theme Recap In my last WTWA I predicted […]

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Weighing the Week Ahead: What’s Up with Housing?

Once again, this week’s economic calendar is very light. There will be plenty of political news and daily doses of FedSpeak. Despite the political stories, I expect the punditry to be asking: What is happening with housing? Prior Theme Recap In my last WTWA (two weeks ago) I predicted a focus on the US Presidential […]

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