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.
I see a recession developing on the horizon, OPEC may increase production (easing inflation pressures), and this is a light week in data.
Investors have hope the Fed will slow down, earnings are mostly done but TGT and WMT are important this week, a look at the crypto melt down, and the fastest net worth change in history.
Last week was all about the Fed, analysts expect a contraction in earnings, what causes inflation?, and household savings rates.
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.
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.
Earnings season begins and we get inflation data this week, some thoughts about the risks of the Russia-Ukraine war, and the dollar's strength might create a headwind for US corporate earnings.
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.
It is Fed week! Inflation is bad, we should redefine risk, and a look at Europe's natural gas storage headed into winter.
This week is an important data week, the Fed meeting is coming up, and why does the Fed matter so much anyway?