We have a big week for data and only four days to digest it. Retail sales and housing data will be most important. Industrial production will provide evidence about the strength of the recovery. Some of the punditry will get lost in the data while others continue the fruitless effort to reconcile market prices with […]
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 […]
We can enjoy two light weeks for economic reports. Both are holiday-shortened, implying lower volume but not necessarily lower volatility. Personal income and spending will be especially interesting, along with updated unemployment claims data. It is also an especially important time to monitor sentiment. The biggest reports are schedule for the first week of 2021. […]
We have another normal week for economic reports, featuring retail sales and housing data (NAHB Index, building permits, housing starts). Industrial production is from November, so it is a bit stale. Jobless claims continue to be a current and reasonably reliable indicator. The economy remains secondary for market participants. It has been ignored for months, […]
We have a normal economic calendar with a focus on sentiment and inflation data. Economic reports remain secondary to Mr. Market. It has been a lights on, lights off situation with celebration of pandemic news and improvements in the Washington situation. We know much more than we did a month ago. It might not be […]