Weighing the Week Ahead: Can Earnings Season Spark a Rebound in Stocks?

We have a normal economic calendar with a focus on housing data. Earnings season will be in full swing. The background for this news will, of course, be the stock market volatility and decline of the past week. That story will command the early-week attention, especially if aggressive selling resumes. Recent earnings seasons have buoyed […]

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Weighing the Week Ahead: Do Rising Interest Rates Signal the Beginning of the End?

There is a light economic calendar with a focus on inflation data. This is timely given the growing fear about rising interest rates. While these reports have been benign in recent years, even a modest uptick could fuel concerns. If the focus remains non-political, pundits will be asking: Do rising interest rates signal the beginning […]

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Weighing the Week Ahead: Asking the Right Questions

There is a big economic calendar featuring the most important monthly reports – employment, ISM manufacturing, ISM services, and auto sales. In normal times we would be analyzing the data and the implications for corporate earnings and interest rates. There will be some of that, of course, but the “real” market news seems to be […]

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Weighing the Week Ahead: Quit Fighting the Last War

There is a normal economic calendar featuring four different housing reports. With little interest in recent economic or earnings news, the punditry has been interested in history. For many it is another opportunity to sell fear. The pundits might not change focus, but investors should have a resolution: Quit fighting the last war! Today’s WTWA […]

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Weighing the Week Ahead: Inflation Watch

There is a big economic calendar competing with mid-term election campaign stories. The increase in hourly wages in the employment report offset some market enthusiasm about continuing job market strength. With inflation concerns on a hair trigger, expect special focus on this week’s PPI and CPI. The Beige Book and JOLTS report will also get […]

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