Weighing the Week Ahead: Is it finally time for the Santa Claus Rally?

Last week’s stock results were poor for nearly all funds and sectors. Will this continue? Until Wednesday, we can expect a continuing focus on the Fed. After that announcement we may see a change in tone: Pundits will be asking: Is it finally time for the Santa Claus Rally?   Prior Theme Recap In my […]

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Weighing the Week Ahead: Will the Fed be data dependent?

Back from a quiet, holiday-shortened week, market participants face an avalanche of data and plenty of FedSpeak. This is an irresistible combination for pundits, who will parse each economic report with emphasis on what it might mean for the Fed. In light of many Fed promises, they will all be asking: Will the Fed really […]

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Weighing the Week Ahead: What are the Best Year-End Investments?

There is a lot of data to be reported in only three full trading days, but it does not rate to signal important economic changes. I expect plenty of participants to take the week off and even more will leave after the first hour on Wednesday. The punditry still has pages and air time to […]

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Weighing the Week Ahead: What is the Message from Falling Commodity Prices?

Attention quickly shifted from the perceived strength in the monthly employment report to the stock market decline. While some blamed this on the expectation of higher interest rates, there was also plenty of focus on the commodity markets. I expect this interest to continue in the week ahead. The punditry will be asking: What is […]

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Weighing the Week Ahead: What will higher interest rates mean for financial markets?

Friday’s employment report, rightly or wrongly, confirmed expectations for a December shift in Fed policy. There will be a parade of Fed speakers. We can expect daily discussion about the implications. The punditry will be asking: What will higher rates mean for financial markets?   Prior Theme Recap In my last WTWA (two weeks ago) […]

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