Weighing the Week Ahead: The Start of an Earnings Recession?

Despite a full slate of economic news and data, I expect earnings season to command special attention in the week ahead. For the first time since the Great Recession it is possible that corporate earnings will contract for two consecutive quarters. With the media penchant for colorful characterizations, I expect this to be a dominant […]

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Weighing the Week Ahead: Time for an Economic Spring Thaw?

In the absence of real data it is easy and tempting to speculate. Unlike last week, the week ahead features an avalanche of data – more in both quantity and importance than we have seen in a month. With some recent significant reports showing economic improvement we expect a change of focus: It is time […]

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Weighing the Week Ahead: The Quest for New Worries

In my last WTWA (two weeks ago, since I am allegedly on vacation. I resumed work on Fed day to watch and to meet with readers and potential investors near New Orleans. Next week I’ll be back on my normal). I asked whether good news was now bad for investors. The continuing Fed focus was […]

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