Weighing the Week Ahead: A Defining Moment for Financial Markets

The economic calendar includes several significant reports.  Housing data on new home starts, retail sales, industrial production, and leading indicators are all on tap.  Fed fans can ponder the Beige Book, anecdotal evidence from each district to provide color at the next FOMC meeting. Earnings season begins, and the Washington news will continue to dominate. […]

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Weighing the Week Ahead: A Bigger Wall Now Under Construction

The economic calendar is important this week featuring data on personal income and spending and the Fed’s favorite inflation measure, the PCE index.  Housing data includes four reports, with new home sales of special interest.  There are also reports on consumer sentiment from both the Conference Board and the University of Michigan. Most of the […]

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Weighing the Week Ahead: A De Facto Expansion of the Fed’s Mandate?

The economic calendar is normal, highlighting housing data, leading indicators, and the FOMC decision. The pundit conversation remains all about the Fed, but a new angle is getting more attention. The talking heads will not raise the question explicitly – sticking to personal ideas of what the Fed should be doing. The implication? Are we […]

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