The economic calendar is extensive with a focus on housing and consumer behavior. Expect market participants to look for any sign that the economic recovery is stalling in the face of the COVID-19 surge and the slower pace of reopening. Unemployment claims data remains an especially important indicator. Second quarter earnings reports, beginning with the […]
I have separated the Investor section from Weighing the Week Ahead. Last weekend I described my intention to highlight investment ideas for long-term investors. I can do it better in a separate post, as I hope you will soon see. I am going to include more of my own commentary on each idea. I will […]
We have a normal economic calendar. Tuesday’s election will take center stage. Markets have less than expected interest in the election. Partly this reflects confidence in a split outcome, with no major policy changes. I expect pundits, especially if encouraged by early-week trading, to focus on the signals from volatility and markets declining below technical […]
We have a light economic calendar with a focus on housing. Earnings season would normally be the most important market theme. For now, observers are seeing what they want to see in earnings reports. That makes it easier for pundits to take up a favorite topic: What is about to go wrong? There are so […]
We have a normal economic calendar with a focus on housing data. Earnings season will be in full swing. The background for this news will, of course, be the stock market volatility and decline of the past week. That story will command the early-week attention, especially if aggressive selling resumes. Recent earnings seasons have buoyed […]