We have an array of interesting data in the week ahead including inflation news, more employment numbers, and sentiment from consumers and small businesses. Most importantly we have the start of earnings season. Despite this, the political story will dominate, at least for a bit longer. While this is newsworthy, it is not the key […]
The calendar is modest, with the big reports all hitting last week. Investors will never have more current information on the economy, the Fed, corporate earnings, and various risks than they do right now. It is difficult to guess what the punditry will do when given an open slate. We should be asking: Should we […]
The calendar is massive, and it comes at a crucial time. I have never seen so much fresh information in a single week: the biggest economic reports, the heart of earnings season, and an FOMC meeting. And that is without any Washington surprises. It is a week where we should be paying special attention. Even […]
It is a light economic calendar without any of the most important reports. The government shutdown will command increasing attention as long as it continues. Finally, there is some real competition in financial news – the start of earnings season. For weeks it has been a battle between economic data and stock prices, between economists […]
Are you an investor or a trader? It is an important question I raise each week in my WTWA series. Investors need to evaluate fundamentals while traders try to guess the market. Which are you? A business report anchor led off his program tonight by saying that “investors pulled the rip cord.” Not true. Every […]