Weighing the Week Ahead: What Will Q1 Earnings Reveal About Economic Strength?

The economic calendar is normal and includes some important reports. Despite this, the data will be overshadowed by Q1 earnings reports. With opinion sharply divided on future economic prospects, many will want to know how companies are doing and what their leaders think. They will be asking: What will Q1 earnings tell us about the […]

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Weighing the Week Ahead: What is “Baked Into” Current Market Prices?

We have an important calendar with employment and housing news. Some important market worries have been avoided, at least for a time. What is behind the rebound in stocks. Trying to explain the reasons for changed market perceptions is a wonderful topic for pundits! Anyone can play since no credentials or expertise are required. Everyone […]

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Weighing the Week Ahead: The Market Risk from Current Crises

(August 10, 2014) In the past week there has been a dramatic change for the worse in everything we have been tracking in our “Ugly” section. Risks that are generally described with the euphemism of “geopolitical” have become expanded military actions – Ukraine, Gaza, and Iraq. With no sign of an early resolution, the crises […]

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Weighing the Week Ahead: Will the Fed’s Experiment End Badly?

  Put together these ingredients: The biggest weekly market decline in two years, the winding down of earnings season, and a light week for economic data. The result? Financial TV producers will be seeking experts to explain whether we are starting a major correction. Analyzing the Fed will be a favorite theme. Unless and until […]

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