Weighing the Week Ahead: What Does the Election Mean for Financial Markets?

Last week’s economic calendar was the biggest of the year and this week’s is the lightest.  In the absence of important economic news and earnings, where will financial media turn to fill that space and time?  The Presidential election campaign is providing a lot of zest as well as a little substance. I expect financial […]

Read More

Weighing the Week Ahead: Can a Rebounding Economy Support Stock Prices?

This week’s economic calendar is loaded with all of the most important data. In addition, Super Tuesday might provide a defining event to the political campaign. Oil remains volatile, and Fed Speakers are on the loose. Despite the political stories, I expect the punditry to be asking: Can the strengthening U.S. economy support the rebound […]

Read More

You Do Not Get Paid for Knowing Yesterday’s News!

You do not get paid for knowing yesterday’s news… unless you work as a pundit!  In that case you just need to go on TV and repeat what you read that morning in the Wall Street Journal or the FT.  Like the “B” student in a class, you learn the conventional wisdom and repeat it.  […]

Read More

Weighing the Week Ahead: What are the Biggest Market Worries?

The economic calendar is again light in a holiday-shortened week. There are a variety of important news items, but no dominant theme. I expect the punditry to seize the opportunity by asking: What are the biggest market worries? Prior Theme Recap In my last WTWA I predicted that everyone would be talking about the high […]

Read More

Weighing the Week Ahead: Is a Recession Looming?

The economic calendar is light and it is the start of the week-long Chinese New Year. This means some media time and space that must be filled. Needing an attention-getter, I expect the punditry to be asking: Is a recession looming? Prior Theme Recap In my last WTWA I predicted that everyone would be talking […]

Read More