Weighing the Week Ahead: Time for an Economic Spring Thaw?

In the absence of real data it is easy and tempting to speculate. Unlike last week, the week ahead features an avalanche of data – more in both quantity and importance than we have seen in a month. With some recent significant reports showing economic improvement we expect a change of focus: It is time […]

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Weighing the Week Ahead: The Quest for New Worries

In my last WTWA (two weeks ago, since I am allegedly on vacation. I resumed work on Fed day to watch and to meet with readers and potential investors near New Orleans. Next week I’ll be back on my normal). I asked whether good news was now bad for investors. The continuing Fed focus was […]

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Weighing the Week Ahead: Will the Economic News Alter Fed Policy?

The economic calendar includes an avalanche of important data. The daily economic news, culminating in the jobs report on Friday, will dominate the market discussion this week. The popularity of parsing everything through the lens of Fed policy creates a special situation. Pundits will ask: Will the economic data alter Fed policy? Prior Theme Recap […]

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Weighing the Week Ahead: Help for the Economy from Housing?

The economic calendar includes much more housing data than we normally see in a single week. With Fed Chair Yellen’s Congressional testimony and the GDP revisions also on tap, I expect many observers to be linking these topics. They will ask: Is it finally time for a housing rebound? Prior Theme Recap In last week’s […]

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