Weighing the Week Ahead: Will Job Gains Signal an Economic Rebound?

This week’s economic calendar is loaded with important data, featuring the employment situation report on Friday. The jobs story has been the most encouraging economic theme, with a recent assist from housing. Especially in the context of the negative Q1 GDP report, next week’s theme will be: Will strong employment gains signal a second half […]

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Weighing the Week Ahead: Will the Interest Rate Spike Threaten Stock Prices?

This week’s economic calendar includes the most important housing data, but the market context will prove irresistible to the pundits. Stocks continue at the top of the trading range, and even broke through for a few minutes. Even more interesting is the bond market. Interest rates decisively broke their trading range and also showed a […]

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Weighing the Week Ahead: Can Employment News Change the Fed’s Course?

This week’s economic news is mostly jobs-related. The Fed has cited employment as the most important factor in future rate decisions. There is plenty of FedSpeak on tap. Pundits love to talk about the Fed. Voila! The theme for the week will combine all of these elements: Can the employment news change the Fed’s course? […]

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Weighing the Week Ahead: Time for an Upside Breakout?

We have the makings of a volatility cocktail! It is a huge week for economic data. It is the heart of earnings season, with Apple’s report leading off the week. The Fed has a two-day meeting culminating with a policy announcement. Global economic threats continue. Which of these will be the theme? I expect that […]

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