The economic calendar is huge, including all of the major reports. The market week, already shortened to four days, may get off to a slow start as many grudgingly return to work. Despite the very active calendar, there is a lot of interest in the frequent geopolitical shifts (and related market volatility). Pundits are starting […]
The economic calendar is normal, but there will be a lot of competing news – Korean talks, China negotiations, and the Trump legal team’s announcement about whether the President will meet with Special Counsel Mueller. And those are just the items we know about! Sometimes there are great themes that do not get the deserved […]
The holiday-shortened week ahead features many economic reports, including the most important. The biggest news is at week’s end, so both market participants and pundits will have time to settle in after the long weekend. When they get around to the calendar, I expect many to be asking: Will we finally see some volatility? Last […]
Readers have often asked why there is so much disagreement among our models. The essential reason is simple. Each has a different method, and they rarely align. This week provides a rare opportunity to illustrate this, while also showing the process for each model. That would already make it one of our most interesting posts […]
Market data has remained mixed. The weak Q1 GDP is not consistent with some of the most important measures. This week I expect pundits to be asking: Will the jobs report signal continued strength? Personal Note In response to reader interest I am trying to do an abbreviated WTWA when I am away. I will […]