Weighing the Week Ahead: Will Soft Economic Data Confirm the Commodity Price Message?

Recent weeks have emphasized markets (especially declining commodity prices) as a read on the economy. This week’s full slate of data will provide a reality check on that interpretation. The punditry will be asking: Will July economic data confirm the weakness signaled by commodities? Prior Theme Recap In my last WTWA I predicted that discussion […]

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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: Will Falling Earnings Sink the Stock Market?

There is special interest in 2nd quarter earnings both as a read on the economy and trends in costs and margins. Ordinarily the focus would be Fed Chair Yellen’s House testimony on Wednesday and the reprise on Thursday. She has stated her viewpoint so frequently – rate hike possible, data dependent, expecting better growth – […]

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