Weighing the Week Ahead: Inflation on the Horizon?

The economic calendar is a light one, and many regular participants are on vacation. The most important data include PPI, CPI, and JOLTS, the best read on a tightening labor market. I expect pundits to put these pieces together and wonder: Is inflation finally on the horizon? Last Week Recap In my last edition of […]

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Weighing the Week Ahead: Is it Time to Worry About 2020?

The economic calendar is loaded with the most important reports. The four trading days are divided by a Wednesday holiday, meaning some extra days off for most. Normally the data would dominate the discussion. But many find the current story — steady growth, improved earnings, and lack of oomph in stocks—a boring one. This week’s […]

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Weighing the Week Ahead: Is it Time to Worry About a Trade War?

The economic calendar is light. Most of the “financial” news flow relates to non-core stories. Of the various geo-political themes, there is one that is most significant for investors. Expect pundits to be asking: Is it time for investors to worry about a trade war? Last Week Recap In my last edition of WTWA I […]

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