Weighing the Week Ahead: What do the Mid-Term Elections Mean for Financial Markets?

We have a huge economic calendar. While employment data will get most of the attention, there are also important reports on ISM manufacturing, personal income, PCE prices, consumer confidence and auto sales. Earnings season continues with another big week of reports. In normal times these topics would provide plenty to think about. Nowadays, none of […]

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Weighing the Week Ahead: Asking the Right Questions

There is a big economic calendar featuring the most important monthly reports – employment, ISM manufacturing, ISM services, and auto sales. In normal times we would be analyzing the data and the implications for corporate earnings and interest rates. There will be some of that, of course, but the “real” market news seems to be […]

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Weighing the Week Ahead: How Stocks Can Ignore Political Turmoil

The economic calendar is normal with emphasis on inflation data and housing news. These routine reports continue in the background as the Washington headlines continue. We would all like to focus on markets, but the daily news flow emphasizes the turmoil. Many people are asking: How can markets ignore the political turmoil? Last Week Recap […]

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Weighing the Week Ahead: A Congressional Vacation?

Weighing the Week Ahead: A Congressional Vacation?  Once again, the calendar includes most of the important economic news in a single week.  Competing with the data will be the ongoing discussion of important policy issues.  Most significant are the debt ceiling and tax policy.  Congress will start a five-week recess.  I expect pundits to be […]

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Weighing the Week Ahead: What Does the Health Care Decision Mean for Stocks?

The economic calendar is light, but it really would not matter. The defeat (via retreat) of the effort to replace Obamacare will dominate financial market stories this week. The pundits will be asking: What does the health care decision mean for stocks? Last Week Last week the news was mostly positive, but irrelevant. Markets were […]

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