Weighing the Week Ahead: A Dovish Tilt from the Fed?

Stocks managed a mid-day rebound from a 566-point decline in the DJIA. Among the suggested reasons was more help from central bankers. With a light economic calendar, I expect Fed speculation to compete with earnings in the week ahead. Everyone will be wondering: Will the Fed signal a dovish tilt? Prior Theme Recap In my […]

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Weighing the Week Ahead: Is it finally time for the Santa Claus Rally?

Last week’s stock results were poor for nearly all funds and sectors. Will this continue? Until Wednesday, we can expect a continuing focus on the Fed. After that announcement we may see a change in tone: Pundits will be asking: Is it finally time for the Santa Claus Rally?   Prior Theme Recap In my […]

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Weighing the Week Ahead: What are the Best Year-End Investments?

There is a lot of data to be reported in only three full trading days, but it does not rate to signal important economic changes. I expect plenty of participants to take the week off and even more will leave after the first hour on Wednesday. The punditry still has pages and air time to […]

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Weighing the Week Ahead: What will higher interest rates mean for financial markets?

Friday’s employment report, rightly or wrongly, confirmed expectations for a December shift in Fed policy. There will be a parade of Fed speakers. We can expect daily discussion about the implications. The punditry will be asking: What will higher rates mean for financial markets?   Prior Theme Recap In my last WTWA (two weeks ago) […]

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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 […]

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