Weighing the Week Ahead: Will Algos Go Wild?

We have a big economic calendar jammed into three trading days. The reports are of moderate interest – consumer confidence, personal income and spending, durable goods orders, and new home sales. In the current environment these will not provide market-moving news. With most of the A-Team taking the week off (and even B-Team players leaving […]

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Weighing the Week Ahead: Learning from Swiss Cheese

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 […]

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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 […]

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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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