Weighing the Week Ahead: Can Job Growth be Improved?

Many current economic and policy questions share a common theme: Jobs! Employment is a crucial indicator of the current economic situation, but future consumer spending also depends on jobs growth. Corporate profits and stock prices are similarly linked. And finally, we can depend on politicians to keep the issue in focus, especially in an election […]

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Weighing the Week Ahead: Time to Worry about China?

Last week featured more than the usual quota of Dueling Experts. Goldman Sachs grabbed headlines with a long report proclaiming this to be a "generational opportunity" to buy stocks.  Here is a good summary from Joe Weisenthal.  Several other top strategists are pretty bearish and sticking to their calls. Market Watch rounded up the usual […]

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A Weighing the Week Ahead: Seeking Safety?

If you are looking for safety, you are not alone.  Many people who lost money in stocks and real estate have become more risk averse.  The problem? They are looking for safety in all the wrong places! Owners of (formerly AAA-rated) US debt experienced this last week.  If you own a ten-year Treasury note, you […]

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Weighing the Week Ahead: The Energy Price Spike

Get ready for saturation coverage of inflation this week! While this has been a regular topic for many, the following factors combine to make inflation the focus for the coming week: The continuing rise in gasoline prices Increased attention to Iran and policy reactions Official data on PPI and CPI The FOMC meeting  I'll offer […]

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