Weighing the Week Ahead: What will higher interest rates mean for financial markets?

Friday’s employment report, rightly or wrongly, confirmed expectations for a December shift in Fed policy. There will be a parade of Fed speakers. We can expect daily discussion about the implications. The punditry will be asking: What will higher rates mean for financial markets?   Prior Theme Recap In my last WTWA (two weeks ago) […]

Read More

Weighing the Week Ahead: Will Falling Earnings Sink the Stock Market?

There is special interest in 2nd quarter earnings both as a read on the economy and trends in costs and margins. Ordinarily the focus would be Fed Chair Yellen’s House testimony on Wednesday and the reprise on Thursday. She has stated her viewpoint so frequently – rate hike possible, data dependent, expecting better growth – […]

Read More