Weighing the Week Ahead: Should Investors Ignore the Shifting Geopolitical Winds?

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 […]

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Weighing the Week Ahead: Which Stocks Benefit Most from Trump Policy Changes?

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 […]

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Weighing the Week Ahead: Will a Big Week for Data (finally) Bring Volatility?

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 […]

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