Some weeks feature a contrast between past and future — a possible inflection point. Here are the current elements: Important economic data with a forward look; Earnings news from major companies reporting on Q114; Corporate conference calls explaining the outlook for future earnings; and finally Economic implications for improved economic growth and business conditions worldwide. […]
Suppose you knew –right now, at the start of the week – that the payroll employment report would show an extreme number. With 200K jobs expected, suppose it were to be 350K? Or 50K? If you had advance information from Mr. Beeks would you even know what to do? This week the market will ask […]
Sometimes the calendar of news and events makes it easy to predict what will grab our attention in the week ahead. In the last few weeks leading up to the Fed tapering announcement, I highlighted the following: Upside risk for investors on the sidelines; The mistake in preoccupation with bubbles; The key question of holiday […]