Weighing the Week Ahead: What is Behind the Recent Market Volatility?

The recent market volatility has led to a lot of head scratching. Even the Pundit-in-Chief seems to be struggling to make his daily morning and evening observations fit with observed reality. With a light economic calendar and earnings reports just getting started market observers will be asking: What’s the cause of the market volatility?   […]

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Weighing the Week Ahead: Will global weakness drag down the U.S. economy?

The recent Fed non-decision on interest rates increased worries about global economic weakness. Trading in commodity markets underscores a widespread perception of a potential recession. The week ahead is packed with fresh economic data, including the most important reports. The punditry will be asking: Will the U.S. economy succumb to global weakness?   Young Writers […]

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Weighing the Week Ahead: Has the Fed Assumed a Third Mandate?

Despite many signs of economic improvement, the Fed chose to maintain policy accommodation at emergency levels. In a week that is light on data and long on speeches, this news will be enough to keep Fed policy at the forefront. The punditry will be asking: Has the Fed Assumed a Third Mandate?   An Opportunity […]

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Weighing the Week Ahead: What are the lessons from the market turmoil?

Dramatic events reset agendas. People re-evaluate probabilities about what is possible as well as the personal implications. Because the recent market story is so big and so fresh the week will start with the punditry asking: What are the lessons from the market turmoil?   Prior Theme Recap In my last WTWA I predicted that […]

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