This week is light on data, inflation and job creation for April were surprises, and I put some figures to just how much an effect we can expect from changing interest rates and the Fed's change in policy.
What does investing look like in 2038?
This week is a busy one for economic data, last week's jaw-dropper was employment figures, earnings season is coming to a close, and what is with commodities?
PMI figures post this week, the Fed is business as usual, earnings season is great, and where is inflation?
Earnings season is in full swing, the Bank of Canada is the first to slow down QE, and I assess the investment impact of Biden's proposal to increase the capital gains rate.
It is earnings season, economic data is great, and my take on cryptocurrencies. Here is What I Care About This Week.
Inflation and retail sales figures post this week, Biden's infrastructure plan has some hurdles, and some thoughts on China's economic ascendance.
Confidence in the recovery rises, the Fed and Washington are still the most important factor to watch, what goals-based investing is, and how should we think about inflation. Here is what I care about this week.
The largest margin call in history, the Fed keeps singing the same tune, and what do we do with peak population? Here is What I Care About This Week.
by Franklin J. Parker, CFA The Summary The FOMC meeting last week reaffirmed the commitment of the Federal Reserve to keep short-term interest rates low and asset purchases going, which is exactly what was expected. In addition, Powell advised markets…