In sharp contrast to last week, the punditry has less to chew on. This leaves the media agenda wide open. Discussion will range freely on the potential for the economy as well as the markets. Expect to see stories about China, Europe, low volume, low volatility, and the implications therefrom. Everyone is expecting the quiet […]
With stocks hitting new highs and the bull market reaching age five, the potential for a market top is a popular subject. There is a light schedule of economic releases, so pundits will be free to spend nearly full time explaining the rally and offering their forecasts. Expect even more articles like “Six reasons this […]
After a wild week for U.S. equities and some weak economic data, the market will be curious about how the Fed sees the evidence. What should we expect from the new Fed Chair? You might think that the confirmation process has already answered this question. In fact, it is not unusual for office holders to […]
If you could know one thing about stocks in the coming year, it would be what to expect from corporate earnings. The Q4 2013 reports will provide a preview, with attention starting this week. Has the improvement in economic strength translated into higher corporate profits? Last Week Recap Last week I suggested that with the […]
Sometimes the calendar of news and events makes it easy to predict what will grab our attention in the week ahead. In the last few weeks leading up to the Fed tapering announcement, I highlighted the following: Upside risk for investors on the sidelines; The mistake in preoccupation with bubbles; The key question of holiday […]