Happy New Year! This week we get data on employment, it seems that everyone sees a recession this year (including me), and a look at the index of leading economic indicators.
Category: Uncategorized
What I Care About This Week | 2020 Nov 28
I am now on a recession watch, and this week's data will be important information on that front. Supply chains are again under threat, some thoughts on recessionary investing, and a look at manufacturing.
What I Care About This Week | 2022 Oct 31
It is Fed week! We also see important economic data, I dive into a pet peeve of mine, and a breakdown of last week's GDP data.
What I Care About This Week | 2022 Oct 24
Earnings growth and the economic data look just okay, the Fed meets next week, a look at the damage inflation does to goals-based investors, and earnings outlooks are still expansionary.
What I Care About This Week | 2022 Oct 3
The economy keeps on trucking, despite the Fed's best efforts to slow it down, jobs data posts this week, the real constraints facing central banks, and a look at earnings yield relative to bonds.
What I Care About This Week | 2022 Sep 19
It is Fed week! Inflation is bad, we should redefine risk, and a look at Europe's natural gas storage headed into winter.
What I Care About This Week | 2022 Sep 12
This week is an important data week, the Fed meeting is coming up, and why does the Fed matter so much anyway?
What I Care About This Week | 2022 Sep 6
Economic data continues to be meh, the tug-of-war continues, a very brief look at ESG investing, and delinquency rates on commercial loans.
What I Care About This Week | 2022 Aug 1
Earnings season offers investors important insights, the Fed's decision, is this a recession?, a mystery in the US economy, and the Fed's recessionary foresight.
What I Care About This Week | 2022 July 11
LOTS of important data this week, including earnings and inflation. The dockworker's union continues to negotiate their contract, inflation is dividing analysts, and a look at personal incomes relative to inflation in the past decade.