We have a normal economic calendar, and the earnings season is winding down. There is interesting data on housing and retail sales – the strong parts of the current economy. Jobless claims remain important as does industrial production. The economic calendar remains less interesting than politics, market gyrations, and the coronavirus. Those will be the […]
The economic calendar has plenty of important data. Fed speakers will be on the circuit. There is plenty of political and geopolitical news. On all of these fronts we see a stalemate. (Learn more about stalemate tricks from Grandmaster and PhD mathematician Karsten Müller) The financial punditry will ask: What does political stalemate mean for […]
The economic calendar is normal with an emphasis on inflation and sentiment data. None of the big reports is on the calendar, leaving pundits free to take up the biggest current issue. They will be asking: Are we near the end of the economic cycle? Last Week Recap In my last full installment of WTWA […]
We have a light economic calendar and a short week. We’ll get earnings reports from another 10% of S&P 500 companies. With plenty of time and little fresh information, I expect plenty of pure speculation about the state of the market. This commentary will have a broad theme, with pundits asking: Is there a new […]
The daily news from financial markets is often merely a footnote to events. Last week this was truer than ever. If you are a market professional it is your job to consider the effect of any event. The individual investor should have a different attitude. My forecast for last week – that the market would […]