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 […]

Read More

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 […]

Read More

Weighing the Week Ahead: Can strong housing data give an “all clear” signal for the U.S. economy?

It is a very unusual week for data, with many of the major housing reports on tap and not much else. China’s GDP will be a big story over the weekend, and important earnings news will continue. Despite this, pundits will turn their attention to housing, asking: Can a housing rebound signal “all clear” for […]

Read More

Weighing the Week Ahead: Earnings recession coming? Does it matter?

Despite a full slate of data, continuing international events, Washington maneuvering, and a possible record in Fed speeches, a new subject will command attention this week: Will there be an earnings recession, and should we worry?   Prior Theme Recap In my last WTWA I predicted that attention would focus on reasons behind the recent […]

Read More

Weighing the Week Ahead: Will global weakness drag down the U.S. economy?

The recent Fed non-decision on interest rates increased worries about global economic weakness. Trading in commodity markets underscores a widespread perception of a potential recession. The week ahead is packed with fresh economic data, including the most important reports. The punditry will be asking: Will the U.S. economy succumb to global weakness?   Young Writers […]

Read More