What I Care About This Week | 2025 Dec 8
It is Fed week, with not much else on tap. Investors are wrapping up the year with tax-planning and portfolio window-dressing.
What I Care About This Week | 2025 Dec 1
The data is still very ambiguous with corporate earnings coming in strong while the underlying economic data deteriorates. The Fed has a hard decision to make, and a closer look at US stock valuations.
What I Care About This Week | 2025 Nov 10
Earnings have been good, but investors are otherwise flying blind with the government shutdown offering no data; there are hints that the employment picture is deteriorating; and a closer look at the valuations of the “Mag 7” companies.
What I Care About This Week | 2025 Oct 13
US-China trade tensions flare, economic data is delayed, and corporate earnings take the spotlight.
What I Care About This Week | 22 Sep 2025
The Fed cuts rates, as expected, and signals increased risk in labor markets. Crypto took a hit over the weekend, economic data is still weak, and a new indicator for the dashboard.
What I Care About This Week | 2025 Aug 25
The Fed’s speech at Jackson Hole gave investors exactly what they’d hoped for, the labor market may be distorted, and corporate earnings remain solid.
What I Care About This Week | 2025 Aug 11
Inflation posts this week, earnings season comes to a close, the economy continues to offer confusing signals, and a look at the concerning trend inside GDP.
What I Care About This Week | 2025 July 28
Lots of data this week including the Fed meeting, the US and EU reach a trade deal with significant impacts for two industries, and a closer look at how companies are reacting to tariffs.
What I Care About This Week | 2025 July 7
There is bad news behind the good news, despite the resilience of the US economy. Trump’s trade deadline is Wednesday, and a look at what the crashing US dollar may mean.
What I Care About This Week | 2025 June 9
Important data posted last week, but none of it was very good, inflation figures this week will set the stage for the Fed’s meeting nextw eek, and a closer look at services and manufacturing in the US.