Weighing the Week Ahead: Energy Price Hikes

Great stories sell newspapers — and blog posts. The rise in energy prices qualifies on several levels. It is a part of everyday life and easy to understand. The politics are easily (over?) simplified.  Everyone gets to have an opinion about Middle Eastern countries they probably don’t like and also could not find on a […]

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Weighing the Week Ahead: Energy Prices, Politics, and Jobs

There are many economic and political cross-currents.  This leads to a host of plausible-sounding opinions and plenty of confusion! Last week I highlighted the energy price concern.  This week I try to look at each of the major market worries in an objective fashion.  As usual, I will review the data and also look ahead.  […]

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Weighing the Week Ahead: The Beat Goes On

The extended stock market rally has everyone checking the record books and looking for explanations.  Your understanding of the rally is important since it helps to predict when it will end. Some focus on history.  Eddy Elfenbein notes the official doubling of the S&P 500.  David Merkel wisely notes that the extent of the rise […]

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Weighing the Week Ahead: Some Worries Resolved

Developments last week helped to resolve some key market worries.  It should be cause for celebration. Change in Egypt came with less blood and better future prospects than most expected.  This is good and important news. Earnings season continues to show strength – -not just in the bottom line but also in revenues and profit […]

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Weighing the Week Ahead: Where are the Jobs?

The eagerly awaited jobs report disappointed, but the market shrugged off the news.  As I expected, there was too much noise this month, for a wide variety of reasons. Few believe the jobs picture is good, but we need more data to get a better read.  I’ll look at this topic in more detail, but […]

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