Weighing the Week Ahead: What Should Happen? What Will Happen?

We have a big economic calendar, with featuring reports on sentiment, personal income and spending, and an especially interesting first estimate of Q3 GDP. The election campaign continues at high intensity and the COVID news grabs daily headlines. It is a huge week for corporate earnings, an important independent read on the economy. None of […]

Read More

Weighing the Week Ahead: Will Strong Earnings Confirm an Economic Rebound?

We have a light economic calendar with a focus on housing. There are continuing political and pandemic stories that could dominate the news cycle at any time. For those focused on financial markets, earnings season might provide answers to important questions. We will all be asking: Will earnings signal a strong economic rebound? Last Week […]

Read More

Weighing the Week Ahead: Is the Payroll Employment Report Accurate?

It is a big week for economic data. There are many reports with the most attention on Friday’s Employment Situation data.  We will also get auto sales, the ISM manufacturing and non-manufacturing indexes, construction spending, and factory orders. Weekly jobless claims continue to attract great interest and should.  The corporate earnings story hits a peak […]

Read More

Weighing the Week Ahead: Time for A Look Under the Hood of the Economic Engine

We face an important economic calendar and earnings reports from 192 companies in the S&P 500.  We will get important data on sentiment, personal income and spending, housing, employment claims, inflation, manufacturing.  The first estimate of Q2 GDP is expected to be bad, very bad. And by the way, the FOMC meets and announces a […]

Read More