Weighing the Week Ahead: Why the Surprising Strength in Employment?

The economic calendar had most of the big news last week. Earnings season is winding down. It is a time to digest and analyze what we have learned. Many will be asking: Why is employment growth still strong while other indicators show weakness? Prior Theme Recap In my last WTWA (two weeks ago), I predicted […]

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Weighing the Week Ahead: Is the Fed Too Optimistic?

The calendar continues in something of an alternating mode. Last week had plenty of important data; this week has little. Instead we get multiple speeches from Fed Presidents and Governors and the release of the last FOMC minutes. Little data plus lots of Fed news is a natural draw for the punditry. This week they […]

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