Weighing the Week Ahead: Awaiting the Verdict from Earnings Reports

The special interest in 2nd quarter earnings continues. With a light week on data and an apparent reduction in geopolitical concerns, I expect continued attention to corporate earnings. Pundits will be asking:   What is the verdict on earnings?   Prior Theme Recap In my last WTWA I predicted that attention to earnings reports would […]

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Weighing the Week Ahead: Greek Ripples or Economic Fireworks?

The elements are in place for a week of fireworks. Barring some unlikely last-minute news, we are expecting a Greek bank holiday and capital controls on Monday, followed by one of the biggest weeks of the year for economic data, all crammed into a holiday shortened week. Will it be… Greek ripples or economic fireworks? […]

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Weighing the Week Ahead: Will the Interest Rate Spike Threaten Stock Prices?

This week’s economic calendar includes the most important housing data, but the market context will prove irresistible to the pundits. Stocks continue at the top of the trading range, and even broke through for a few minutes. Even more interesting is the bond market. Interest rates decisively broke their trading range and also showed a […]

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Weighing the Week Ahead: Can Employment News Change the Fed’s Course?

This week’s economic news is mostly jobs-related. The Fed has cited employment as the most important factor in future rate decisions. There is plenty of FedSpeak on tap. Pundits love to talk about the Fed. Voila! The theme for the week will combine all of these elements: Can the employment news change the Fed’s course? […]

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