Weighing the Week Ahead: The Market Risk from Current Crises

(August 10, 2014) In the past week there has been a dramatic change for the worse in everything we have been tracking in our “Ugly” section. Risks that are generally described with the euphemism of “geopolitical” have become expanded military actions – Ukraine, Gaza, and Iraq. With no sign of an early resolution, the crises […]

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Weighing the Week Ahead: Can Earnings Growth Reignite the Stock Rally?

To the surprise of many observers, stocks have survived a series of recent challenges. As Q214 earnings reports starts begin, the questions has changed: Can strong corporate earnings spark a renewed rally in stocks? Prior Theme Recap Two weeks ago I expected that speculation about a market correction would dominate the time before earnings season […]

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Weighing the Week Ahead: Will a Sluggish Housing Sector Derail the Economy?

In a holiday-shortened week, there is plenty of data. The Case-Shiller home-price index will set the tone on Tuesday morning. After last week’s soft housing reports, many will be asking, Will housing weakness undermine economic growth? Prior Theme Recap Last week I expected a focus on bonds versus stocks. It was a light week for […]

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Weighing the Week Ahead: Does weakness in housing threaten the economy and stocks?

Housing data have clearly hit a soft patch. How much of the deceleration is important? How much can be attributed to weather? Most importantly: Does weakness in housing threaten the economic recovery? What does it mean for stocks? [note to readers. I always try for weekend publication, but sometimes I cannot work then. The links […]

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