Weighing the Week Ahead: Can Earnings Growth Reignite the Stock Rally?

To the surprise of many observers, stocks have survived a series of recent challenges. As Q214 earnings reports starts begin, the questions has changed: Can strong corporate earnings spark a renewed rally in stocks? Prior Theme Recap Two weeks ago I expected that speculation about a market correction would dominate the time before earnings season […]

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Weighing the Week Ahead: Time for a Mid-Course Correction?

After an event-filled 3 ½ day trading week, it is time to pause and reconsider. There is little fresh news in store this week, and therefore plenty of time for calendar-driven introspection. Is it time for a mid-course correction? I expect the punditry to assemble the evidence, with each concluding that (s)he has been right […]

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Weighing the Week Ahead: Is the Fed behind the Curve?

6/21/14 Once again, the market focus has turned to the Fed. For many months the official Fed policy has included an inflation target, an annual rate of 2%. For many months I have written that inflation will not matter until this level is in play. Suddenly, after a single month of data approaching this range, […]

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Weighing the Week Ahead: What does the Iraq conflict mean for markets?

Into the economic news vacuum, summer doldrums, and sports stories, there was finally some real news – the renewed conflict in Iraq. This had all of the features that make for good financial television and web punditry – action, plenty of people with opinions and accusations, and the potential for a dark outcome. Whether or […]

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