Weighing the Week Ahead: Can Corporate Earnings Reports Reverse the Stock Market Decline?

Last week featured a low signal to noise ratio – speech after speech, but little fresh information. This week heralds the start of earnings season. While we have a normal measure of government data, market participants will carefully parse the announcements and conference calls. This week will be all about earnings. Prior Theme Recap In […]

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Weighing the Week Ahead: Investor Lessons From This Week’s Data Deluge

Summary Market divergences were the highlight last week — as expected and in contrast to news. The week ahead features a deluge of data — a test of current market “messages”. The outlook for traders has turned more pessimistic. Investors can enjoy a different time frame, with little risk from recession. Some beaten down sectors […]

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Weighing the Week Ahead: Can Earnings Growth Reignite the Stock Rally?

To the surprise of many observers, stocks have survived a series of recent challenges. As Q214 earnings reports starts begin, the questions has changed: Can strong corporate earnings spark a renewed rally in stocks? Prior Theme Recap Two weeks ago I expected that speculation about a market correction would dominate the time before earnings season […]

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