Weighing the Week Ahead: Will the Economic News Alter Fed Policy?

The economic calendar includes an avalanche of important data. The daily economic news, culminating in the jobs report on Friday, will dominate the market discussion this week. The popularity of parsing everything through the lens of Fed policy creates a special situation. Pundits will ask: Will the economic data alter Fed policy? Prior Theme Recap […]

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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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