Weighing the Week Ahead: Will Slowing Chinese Growth Spark a Global Recession?

We have a big economic calendar with some reporting still catching up from the government shutdown. Inflation data, small business and consumer confidence, and retail sales lead the list. In addition to the U.S. economic data, there is increasing concern about China. Pundits are wondering: Will weakening Chinese growth drag the world into a recession? […]

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March Employment Report Preview

Once again the monthly payroll report has a special significance. I am cautious for several reasons: The market rally is generally perceived as extended – many are looking for a reason to sell; The recent economic data has shown signs of weakness, possibly affecting consumption and business formation; There is a ceiling on strength, due […]

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Weighing the Week Ahead: Signs of another Economic Soft Patch?

With each new week, there is a fresh challenge to the most-hated market rally. Last week it was Cyrpus. As I have suggested over the last two weeks in the WTWA series, this issue created volatility that provided opportunities for both traders and investors. This week I predict that attention will focus on possible softening […]

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