Weighing the Week Ahead: What will higher interest rates mean for financial markets?

Friday’s employment report, rightly or wrongly, confirmed expectations for a December shift in Fed policy. There will be a parade of Fed speakers. We can expect daily discussion about the implications. The punditry will be asking: What will higher rates mean for financial markets?   Prior Theme Recap In my last WTWA (two weeks ago) […]

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Weighing the Week Ahead: Can strong housing data give an “all clear” signal for the U.S. economy?

It is a very unusual week for data, with many of the major housing reports on tap and not much else. China’s GDP will be a big story over the weekend, and important earnings news will continue. Despite this, pundits will turn their attention to housing, asking: Can a housing rebound signal “all clear” for […]

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Weighing the Week Ahead: Earnings recession coming? Does it matter?

Despite a full slate of data, continuing international events, Washington maneuvering, and a possible record in Fed speeches, a new subject will command attention this week: Will there be an earnings recession, and should we worry?   Prior Theme Recap In my last WTWA I predicted that attention would focus on reasons behind the recent […]

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Weighing the Week Ahead: What is Behind the Recent Market Volatility?

The recent market volatility has led to a lot of head scratching. Even the Pundit-in-Chief seems to be struggling to make his daily morning and evening observations fit with observed reality. With a light economic calendar and earnings reports just getting started market observers will be asking: What’s the cause of the market volatility?   […]

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