Weighing the Week Ahead: Will the Fed Hint at a New Course?
With a light economic calendar including a lot of old data and an FOMC meeting, the choice of focus for pundits is obvious. Investors might well wonder what new information about the Fed might be available, but that won’t stop the speculation. Pundits will be asking:
Weighing the Week Ahead: Will Slowing Chinese Growth Spark a Global Recession?
We have a big economic calendar with some reporting still catching up from the government shutdown. Inflation data, small business and consumer confidence, and retail sales lead the list. In addition to the U.S. economic data, there is increasing concern about China.
Weighing the Week Ahead: Is there a New Message from the Markets?
We have a light economic calendar and a short week. We’ll get earnings reports from another 10% of S&P 500 companies. With plenty of time and little fresh information, I expect plenty of pure speculation about the state of the market.
Weighing the Week Ahead: Should Investors Worry about the 200-day Moving Average?
We have a normal economic calendar, and 1/3 of S&P 500 companies have not yet reported Q418 earnings. Corporate earnings are not confirming those who thought the market was signaling a recession. Both the economy and earnings remain in the background. Daily market moves, even small ones, and the often-erroneous explanations dominate the financial news.
Weighing the Week Ahead: Will Corporate Earnings Results Change the Message of the Markets?
It is a light economic calendar without any of the most important reports. The government shutdown will command increasing attention as long as it continues. Finally, there is some real competition in financial news – the start of earnings season.
Weighing the Week Ahead: Storm Warnings
We have a normal economic calendar. Tuesday’s election will take center stage. Markets have less than expected interest in the election. Partly this reflects confidence in a split outcome, with no major policy changes.
Weighing the Week Ahead: What do the Mid-Term Elections Mean for Financial Markets?
We have a huge economic calendar. While employment data will get most of the attention, there are also important reports on ISM manufacturing, personal income, PCE prices, consumer confidence and auto sales. Earnings season continues with another big week of reports. In normal times these topics would provide plenty to think about.
Weighing the Week Ahead: Can Earnings Season Spark a Rebound in Stocks?
We have a normal economic calendar with a focus on housing data. Earnings season will be in full swing. The background for this news will, of course, be the stock market volatility and decline of the past week.
Weighing the Week Ahead: Do Rising Interest Rates Signal the Beginning of the End?
There is a light economic calendar with a focus on inflation data. This is timely given the growing fear about rising interest rates. While these reports have been benign in recent years, even a modest uptick could fuel concerns.
Weighing the Week Ahead: Asking the Right Questions
There is a big economic calendar featuring the most important monthly reports – employment, ISM manufacturing, ISM services, and auto sales. In normal times we would be analyzing the data and the implications for corporate earnings and interest rates.
Weighing the Week Ahead: Quit Fighting the Last War
There is a normal economic calendar featuring four different housing reports. With little interest in recent economic or earnings news, the punditry has been interested in history. For many it is another opportunity to sell fear.
Weighing the Week Ahead: Inflation Watch
There is a big economic calendar competing with mid-term election campaign stories. The increase in hourly wages in the employment report offset some market enthusiasm about continuing job market strength. With inflation concerns on a hair trigger, expect special focus on this week’s PPI and CPI. The Beige Book and JOLTS report will also get pundit scrutiny.
Weighing the Week Ahead: All About Jobs!
There is a huge economic calendar in a holiday-shortened week. The mid-term elections impend, so politicians will be on the stump. With Labor Day setting the stage and the week loaded with key employment reports, expect plenty of attention to employment issues. Much of this will be confusing and unproductive spinning.
Weighing the Week Ahead: Should Investors Worry about the Yield Curve?
Once again, the economic calendar is fairly light. Vacations continue for many. The upcoming Labor Day weekend will tempt many market participants to end this week early. Financial news seems more like political news these days. Much of the punditry is focused on a death watch for the bull market, with daily discuss of the flattening yield curve and speculation about when it will “invert.” This is not the right question. Pundits should be asking: Should investors be worried about the yield curve?
Weighing the Week Ahead: A Message from Jackson Hole?
The economic calendar is light, and many are already on vacation. Even actual economic news has not competed with the ‘what can we talk about on a slow Friday’ story over the last few weeks. The real news this week begins with the FOMC minutes on Wednesday and ends with Chairman Powell’s speech Friday morning.
Weighing the Week Ahead: Don’t Get Framed!
The market remains in a narrow trading range, near the record highs. There have been some relatively minor leadership changes. This reflects not investor complacency, but intense disagreement about how to interpret data and events. Each viewpoint has a history, a philosophy, and problem something to sell!
Weighing the Week Ahead: Anything Goes!
I cannot remember a market week with so many significant events. Important economic data and testimony by Fed Chairman Powell would be a big week. But we also have the Trump/Putin meeting, the start of an important earnings season, and the daily soap opera from Washington.
Weighing the Week Ahead: Is it Time to Worry About 2020?
The economic calendar is loaded with the most important reports. The four trading days are divided by a Wednesday holiday, meaning some extra days off for most. Normally the data would dominate the discussion.
Weighing the Week Ahead: Will Incipient Headwinds Derail the Economy?
The economic calendar is loaded. The many reports include several of the most-watched. The data may even generate enough fresh news to break the summer slumber. There is plenty of skepticism about the most recent economic data.
Weighing the Week Ahead: Do Individual Investors Face a Pivotal Decision?
The economic calendar is loaded and there is plenty of non-economic news as well. The punditry will focus on the Trump-Kim summit at the start of the week and then turn to inflation data and the Fed. Who knows what the first might bring, but the market is unlikely to be surprised by the Fed.
Weighing the Week Ahead: Will Higher Interest Rates Lead to Lower Stock Prices?
The economic calendar is light, and the market week will be shortened. There is no holiday this week, but expect many participants to take off early for a long weekend. If interest remain above 3% on the ten-year note, that will be the focus.
Weighing the Week Ahead: Which Stocks Benefit Most from Trump Policy Changes?
The economic calendar is normal, but there will be a lot of competing news – Korean talks, China negotiations, and the Trump legal team’s announcement about whether the President will meet with Special Counsel Mueller. And those are just the items we know about!
Weighing the Week Ahead: Why Are Stocks Stuck in Neutral?
The economic calendar is normal, with an emphasis on inflation data. The week will begin with analysis of the annual Berkshire Hathaway meeting, the wisdom of Buffett and Munger, and a multi-hour CNBC program including Warren Buffett, Charlie Munger, and Bill Gates.
Weighing the Week Ahead: Will Strong Economic Data Send Interest Rates Higher?
The economic calendar is huge, including the most important monthly data and plenty of earnings reports. With a Fed meeting on the calendar and Tuesday’s decline attributed to the ten-year note touching 3%, the punditry will be asking: Will economic data drive interest rates higher?
Weighing the Week Ahead: Have Stock Prices Veered from the Fundamentals?
The economic calendar has several of the most important reports. The managerial rosters will be back at full strength, perhaps after an extra day or two off. Investment committees will consider implications from Q1 results. Pundits will try to explain what it all means.
Weighing the Week Ahead: Will the US Launch a Trade War?
The economic calendar is normal but featuring the monthly employment report. Usually that would be the focus, and it might become so by week’s end. Until the situation is clarified, the paramount question will be: Has the US ignited a trade war?
Weighing the Week Ahead: Is the Coast Clear?
The economic calendar is very light, and it is a holiday-shortened week. With the quadrennial CNBC switch to Olympic curling coverage after the market close, there is a little less air time to fill. What time and space remains will invite pundit opinion about last week’s stock rebound and the question: Is the coast clear?
Weighing the Week Ahead: Will Inflation Data Spark Another Leg Down?
The economic calendar is heavy. In the battle of competing explanations for the market declines, the inflation story has taken center stage. With both PPI and CPI scheduled for release this week, I expect many to be asking: Will rising inflation spark another leg down for bonds and stocks?
Weighing the Week Ahead: Is this an Inflection Point for Both Stocks and the Economy?
The economic calendar is normal, but some of the results might not be released on schedule. If the government remains shut down, economic news may take a back seat to the political maneuvering. While we don’t know how that will play out, we can expect an important stream of corporate earnings reports.
Weighing the Week Ahead: A Confusing Earnings Season
The economic calendar is normal, with a holiday-shortened week and some ongoing political worries. Competing with the Washington Circus will be Q417 corporate earnings reports. The former topics will have greater news interest, but investors should be digging into the earnings reports.
Weighing the Week Ahead: Should Investors Start Worrying About Inflation?
The economic calendar is about normal, with market participants back from holiday vacations (but perhaps fighting the snow). The key reports are the PPI and CPI. Inflation is the key 2018 worry for many, so these reports will get more attention. Especially if the numbers are a little hot, I expect the punditry to be asking: How worried should we be about inflation?
Weighing the Week Ahead: What Should Worry Investors in 2018?
The economic calendar is a big one, compressed into a holiday-shortened week. There are no reports scheduled for Tuesday, and I have a suspicion that the A-Teams may be a bit slow in returning to work. With the big news coming at week’s end, and the need for fresh copy on Tuesday I expect the punditry to be asking: What should we worry about it 2018?
Weighing the Week Ahead: Which Stocks are the Tax Cut Winners (or Losers)?
The economic calendar is light, the week is short, and the A-Teams are taking some time off. It is the formula for punditry gone wild. But what will be the subject, especially if Bitcoin is not moving much? I suspect questions of two types. The first will focus on the tax cuts, identifying the winning and losing stocks and sectors. The second will update the list of worries for 2018.
Weighing the Week Ahead: Fresh Legs for the Stock Rally in 2018?
The economic calendar is loaded, especially with reports on housing. Despite this, the calendar and recent events will stimulate pundits to get out their crystal balls. I expect many to be asking: Can the rally in stocks find fresh legs in 2018?
Weighing the Week Ahead: Plenty of Cross-Winds for Santa
The economic calendar is normal, but there are plenty of cross-currents from other major events. Bitcoin futures, the FOMC meeting, more debate on the tax legislation, the Alabama special Senate election, and an avalanche of 2018 forecasts.
Weighing the Week Ahead: Will Black Friday Lead to a Green Market?
The economic calendar includes few reports, crammed into two days of a holiday-shortened week. Many will be taking time off – including some of the “A List” pundits. I expect to see some new faces on financial television and a lot of discussion about consumers and the economy. Many will be asking: What does Black Friday mean for the economy, and for stocks?
Weighing the Week Ahead: The Millennial Effect on the Housing Market
The economic calendar includes many reports, but few of the most important. I expect the housing market to attract attention. There are several relevant releases on tap, and the sector is especially important. Some will take up a special slant, asking: Will Millennial buyers extend the housing market rebound?
Weighing the Week Ahead: Is This as Good as It Gets?
Last week I wrote that there was so much on the calendar that it was impossible to choose a single theme. This week presents the opposite problem. In the wake of the big news, what will command attention? As I studied the data, I was struck by the confluence of record results.
Weighing the Week Ahead: Fed Chair, Tax Proposal, Data Avalanche, Earnings – A Pundit’s Paradise
There is so much on the calendar next week that it is impossible to choose a single theme. The economic calendar includes all the major reports. It is still the heart of earnings season. Announcements are expected about a new Fed Chair (and perhaps other appointments), the tax reform proposal, and Special Counsel Mueller’s first indictment.
Weighing the Week Ahead: Where is the Fear?
With a light economic calendar, there is plenty of air time for pundit pontification. The record-setting market still has many shaking their heads. Many, after noting the many world problems, are asking: Where is the fear?
Weighing the Week Ahead: Can Earnings Season Spark a Big Year-End Rally?
After last week’s avalanche of economic data, the calendar is back to normal. More important is the onset of earnings season. Recent data have reassured many observers about the health of the U.S. economy. The period of seasonal weakness is ending. Expect people to be asking: Can this earnings season lead to a big year-end rally?
Weighing the Week Ahead: Does Economic Strength Equal Stock Market Strength?
It is a big week for economic data. The punditry will be analyzing the Trump tax proposal. Everyone will be drawing conclusions about how these factors may be linked with stock prices. Expect people to be asking: Does economic strength equal stock market strength?