Weighing the Week Ahead: Which Stocks are Best for the 2014 Homestretch?

In the absence of major economic news and events, the punditry usually tries to squeeze a little more juice out of old themes. The Fed reaction to the employment report will, no doubt, get some attention, but there are interesting corporate stories this week. Between the Apple iPhone announcement on Tuesday and the start of […]

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Weighing the Week Ahead: Time for Central Bankers to Unwind?

I could not resist the whimsical title. It is time for the annual Fed Symposium at Jackson Hole. This event, sponsored by the Federal Reserve Bank of Kansas City, has historically been the scene for various important hints about policy changes. It is also an occasion for informal, face-to-face meetings among central bankers and economists […]

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Weighing the Week Ahead: The Market Risk from Current Crises

(August 10, 2014) In the past week there has been a dramatic change for the worse in everything we have been tracking in our “Ugly” section. Risks that are generally described with the euphemism of “geopolitical” have become expanded military actions – Ukraine, Gaza, and Iraq. With no sign of an early resolution, the crises […]

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Weighing the Week Ahead: Will the Fed’s Experiment End Badly?

  Put together these ingredients: The biggest weekly market decline in two years, the winding down of earnings season, and a light week for economic data. The result? Financial TV producers will be seeking experts to explain whether we are starting a major correction. Analyzing the Fed will be a favorite theme. Unless and until […]

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Weighing the Week Ahead: Can Earnings Growth Reignite the Stock Rally?

To the surprise of many observers, stocks have survived a series of recent challenges. As Q214 earnings reports starts begin, the questions has changed: Can strong corporate earnings spark a renewed rally in stocks? Prior Theme Recap Two weeks ago I expected that speculation about a market correction would dominate the time before earnings season […]

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