Weighing the Week Ahead: What Can Investors Expect before Springtime?

We can enjoy two light weeks for economic reports. Both are holiday-shortened, implying lower volume but not necessarily lower volatility. Personal income and spending will be especially interesting, along with updated unemployment claims data. It is also an especially important time to monitor sentiment. The biggest reports are schedule for the first week of 2021. […]

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Weighing the Week Ahead: What Can Investors do about Gridlock?

We have another normal week for economic reports, featuring retail sales and housing data (NAHB Index, building permits, housing starts). Industrial production is from November, so it is a bit stale. Jobless claims continue to be a current and reasonably reliable indicator. The economy remains secondary for market participants. It has been ignored for months, […]

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Weighing the Week Ahead: Will Algos Go Wild?

We have a big economic calendar jammed into three trading days. The reports are of moderate interest – consumer confidence, personal income and spending, durable goods orders, and new home sales. In the current environment these will not provide market-moving news. With most of the A-Team taking the week off (and even B-Team players leaving […]

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