The economic calendar is a big one, featuring the employment situation report on Friday. The rest of the data – ADP employment, auto sales, and the ISM surveys – will be released over 2 ½ days. The US Independence Day celebration on Thursday will provide one type of fireworks. And of course, we have Canada […]
The calendar is modest, with the big reports all hitting last week. Investors will never have more current information on the economy, the Fed, corporate earnings, and various risks than they do right now. It is difficult to guess what the punditry will do when given an open slate. We should be asking: Should we […]
The calendar is massive, and it comes at a crucial time. I have never seen so much fresh information in a single week: the biggest economic reports, the heart of earnings season, and an FOMC meeting. And that is without any Washington surprises. It is a week where we should be paying special attention. Even […]
With a light economic calendar including a lot of old data and an FOMC meeting, the choice of focus for pundits is obvious. Investors might well wonder what new information about the Fed might be available, but that won’t stop the speculation. Pundits will be asking: Will the Fed hint at a new course? Last […]
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 […]