Weighing the Week Ahead: Investment Effects of the Changing Political Landscape

The economic calendar is a modest one featuring the JOLTS report and inflation data. NFIB optimism and Michigan sentiment continue to be important since confidence is part of the current economic issue.  The relative lack of economic news leaves plenty of time for the punditry to offer “explanations” for each 1% market move.  The main […]

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Weighing the Week Ahead: What Determines the Agenda for Investment News?

The economic calendar is one of the lightest, and a long holiday weekend impends. How will this news vacuum be filled? Probably with celebrity news, following the latest tweets, analyzing any new Democrats running for President, and interviews with B-level guests. Rather than guessing which of these will dominate – an exercise in futility – […]

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