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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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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