Weighing the Week Ahead: The Fed, Brexit, and the Markets

This week’s economic calendar is back to normal, with Wednesday’s FOMC announcement the highlight. Last Friday’s trading put the Brexit effects on the front burner, so I expect two themes for the week ahead. The first few days will be all about the Fed and any hints about the pace of rate increases. After the […]

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Weighing the Week Ahead: What is the Risk/Reward for Stocks?

This week’s economic calendar is loaded, and packed into a holiday-shortened week. There will also be plenty of FedSpeak, encouraging the favorite game of not just reporting data, but wondering how the Fed will see it. When it comes time to put it all together, pundits will be asking: What is the risk/reward tradeoff for […]

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Weighing the Week Ahead: Springtime for Housing?

This week’s economic calendar includes some key data on the housing market and few other major reports. The debate about the strength of the U.S. economy continues. The housing market is an important contributor to the economy. As we enter the key season for real estate many will be asking: Is it Springtime for housing? […]

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Weighing the Week Ahead: Time to Sell the News?

The economic calendar is moderate. Fed Heads are mostly on the bench. The Doho oil conference (combining OPEC and non-OPEC producers) will be the first major news for the week ahead. Markets have already anticipated the outcome, just as they have the trend of first- quarter earnings. It is a classic test of the theme: […]

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Weighing the Week Ahead: What’s Up with Housing?

Once again, this week’s economic calendar is very light. There will be plenty of political news and daily doses of FedSpeak. Despite the political stories, I expect the punditry to be asking: What is happening with housing? Prior Theme Recap In my last WTWA (two weeks ago) I predicted a focus on the US Presidential […]

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