Weighing the Week Ahead: What is the Message from Falling Commodity Prices?

Attention quickly shifted from the perceived strength in the monthly employment report to the stock market decline. While some blamed this on the expectation of higher interest rates, there was also plenty of focus on the commodity markets. I expect this interest to continue in the week ahead. The punditry will be asking: What is […]

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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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Weighing the Week Ahead: Earnings recession coming? Does it matter?

Despite a full slate of data, continuing international events, Washington maneuvering, and a possible record in Fed speeches, a new subject will command attention this week: Will there be an earnings recession, and should we worry?   Prior Theme Recap In my last WTWA I predicted that attention would focus on reasons behind the recent […]

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