What I Care About This Week | 2022 May 31

This week is all about the health of household balance sheets, last week gave a technical boost for stocks, a reminder why a cohesive strategy is important, and a look at global stock valuations.

What I Care About This Week | 2022 May 23

Data on personal consumption and durable goods, the ECB sees rates above 0% by September, a look at one-off quarters of contractions, and a breakdown of the recent GDP print.

What I Care About This Week | 2022 May 16

Last week saw some technical damage to stocks, important data on manufacturing posts this week, a quick look at private markets, and how home prices tend to respond to interest rates.

What I Care About This Week | 2022 May 9

The Fed was the big news last week, inflation data posts this week, and earnings continue apace. Some thoughts on the business cycle, and a record number of job openings is yet another constraint on economic activity.

What I Care About This Week | 2022 May 2

It is Fed week, important data posts, and concerns of a recession grow. A look at whether the US dollar can maintain its global dominance, and a look a tech's sensitivity to interest rates.

What I Care About This Week | 2022 Apr 04

Lots of data last week that markets liked. A closer look at stock buybacks and whether they can continue, and yet another indicator shows economic growth may be stalling.