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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Weighing the Week Ahead: More Clarity from the Market Message?

Do you have an opinion about stocks or bonds or foreign exchange? If so, it is easy to find a market message that will support (or contradict) your viewpoint. The “message” of the market has rarely been this confused. With plenty of important news and data this week, the theme will be: Can we find […]

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