Weighing the Week Ahead: The State of the Union, Bernanke, Earnings

Normally the State of the Union Address would be the focal point for the week’s events.  In a general sense this is still true, but our focus in this weekly series is much narrower:  What will influence markets? This SOTU speech is unlikely to have a big market effect.  The political lines have been drawn. […]

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Weighing the Week Ahead: Have big companies lost their earnings mojo?

Earnings season starts in earnest this week.  There are a number of key questions: Have slowing economies in Europe introduced a big drag on profits? What about the dollar strength?  Bad for profits? Profit margins have been at historic highs.  Is the long-awaited mean reversion taking place? What about the outlook?  Can there be any […]

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