Weighing the Week Ahead: A Defining Moment for Financial Markets

The economic calendar includes several significant reports.  Housing data on new home starts, retail sales, industrial production, and leading indicators are all on tap.  Fed fans can ponder the Beige Book, anecdotal evidence from each district to provide color at the next FOMC meeting. Earnings season begins, and the Washington news will continue to dominate. […]

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Weighing the Week Ahead: Investment Effects of the Changing Political Landscape

The economic calendar is a modest one featuring the JOLTS report and inflation data. NFIB optimism and Michigan sentiment continue to be important since confidence is part of the current economic issue.  The relative lack of economic news leaves plenty of time for the punditry to offer “explanations” for each 1% market move.  The main […]

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Weighing the Week Ahead: Stalemate?

The economic calendar has plenty of important data. Fed speakers will be on the circuit. There is plenty of political and geopolitical news. On all of these fronts we see a stalemate. (Learn more about stalemate tricks from Grandmaster and PhD mathematician Karsten Müller) The financial punditry will ask: What does political stalemate mean for […]

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