Weighing the Week Ahead: Will Job Gains Signal an Economic Rebound?

This week’s economic calendar is loaded with important data, featuring the employment situation report on Friday. The jobs story has been the most encouraging economic theme, with a recent assist from housing. Especially in the context of the negative Q1 GDP report, next week’s theme will be: Will strong employment gains signal a second half […]

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Weighing the Week Ahead: A Geopolitical Risk to U.S. Stocks?

It is a very light week for economic data, but a full one for earnings reports. I expect a divided media focus, but special attention to geopolitical issues. With the backdrop of Friday’s market decline many will be asking: Do geopolitical issues threaten US Stocks? Prior Theme Recap In my last WTWA I predicted that […]

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Weighing the Week Ahead: Help for the Economy from Housing?

The economic calendar includes much more housing data than we normally see in a single week. With Fed Chair Yellen’s Congressional testimony and the GDP revisions also on tap, I expect many observers to be linking these topics. They will ask: Is it finally time for a housing rebound? Prior Theme Recap In last week’s […]

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Weighing the Week Ahead: Will Energy Stocks Support the Market Breakout?

Stocks show continuing strength, testing the top of the recent trading range and making new highs. The sector rotation has favored “risk on” despite rather soft economic data. At the heart of this anomaly is the energy trade. In a holiday-shortened week, I expect markets observers to ask: Is there a bottom in energy stocks? […]

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Weighing the Week Ahead: Will the data deluge signal economic weakness?

This is a landslide week for economic data, and earnings season is in full swing. Last week’s Q4 GDP report and overall market tone has revived deflation concerns. I expect market participants to be watching each economic release closely, asking: Are there signs of incipient economic weakness? Prior Theme Recap In last week’s WTWA I […]

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