Weighing the Week Ahead: More Clarity from the Market Message?

Do you have an opinion about stocks or bonds or foreign exchange? If so, it is easy to find a market message that will support (or contradict) your viewpoint. The “message” of the market has rarely been this confused. With plenty of important news and data this week, the theme will be: Can we find […]

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Weighing the Week Ahead: Will a Sluggish Housing Sector Derail the Economy?

In a holiday-shortened week, there is plenty of data. The Case-Shiller home-price index will set the tone on Tuesday morning. After last week’s soft housing reports, many will be asking, Will housing weakness undermine economic growth? Prior Theme Recap Last week I expected a focus on bonds versus stocks. It was a light week for […]

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Weighing the Week Ahead: Are Consumers Ready to Buy? What about Housing?

The economic recovery, to the surprise of nearly everyone, has been consumer-driven. This has occurred despite increased savings and an overall improvement in household balance sheets. Businesses have been cautious to invest and to hire. State and local governments have been slashing spending and employees. I expect a week with a consumer focus. It starts […]

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Weighing the Week Ahead: Signs of another Economic Soft Patch?

With each new week, there is a fresh challenge to the most-hated market rally. Last week it was Cyrpus. As I have suggested over the last two weeks in the WTWA series, this issue created volatility that provided opportunities for both traders and investors. This week I predict that attention will focus on possible softening […]

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