Weighing the Week Ahead: Building a Transition Portfolio

We have a moderate week for data, featuring housing, sentiment, and unemployment claims. Most important will be the report on personal income and spending. Attention will remain focused on vaccine progress and the pandemic, as well as the progress through Congress of a stimulus package. With markets near record highs, many investors are wondering about […]

Read More

Weighing the Week Ahead: Does the Reddit Rebellion Threaten Investor Portfolios?

We have a big week for data, including both ISM reports and a focus on employment. Investors thirst for more data about the strength of the economic rebound. We are also in the heart of earnings season, worried about vaccines, and wondering if Washington will provide more help. Despite this jam-packed agenda the financial media […]

Read More

Weighing the Week Ahead: Can Earnings Growth Justify Current Stock Prices?

We have an array of interesting data in the week ahead including inflation news, more employment numbers, and sentiment from consumers and small businesses. Most importantly we have the start of earnings season. Despite this, the political story will dominate, at least for a bit longer. While this is newsworthy, it is not the key […]

Read More

Weighing the Week Ahead: What Can Investors Expect before Springtime?

We can enjoy two light weeks for economic reports. Both are holiday-shortened, implying lower volume but not necessarily lower volatility. Personal income and spending will be especially interesting, along with updated unemployment claims data. It is also an especially important time to monitor sentiment. The biggest reports are schedule for the first week of 2021. […]

Read More