Thought Leadership

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.

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.

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.

Important economic data posts this week, the Fed "pivots" to a more hawkish stance, and what is valuation?

by Franklin J. Parker, CFA The Summary Other than data on new home builds, this week is light on data. Investors, then, will be focused on earnings especially with big names reporting this week. Proctor & Gamble, Dow, Phillip Morris,…

Read More What I Care About This Week | 2022 Apr 18

Inflation data posts this week, earnings season begins, a look at the Fed's balance-sheet wind-down, and a preview of earnings season expectations.

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.

This week is a busy one for data, war in Ukraine is exacerbating inflation, and my outlook for inflation and the timing of a recession.

The Fed and inflation were in line with expectations, markets are rallying, a look at the investment implications of self-driving cars, and economic policy uncertainty is very high.

War is exacerbating inflation, important data this week, what is stagflation, the curious divergence between consumer confidence and CEO confidence, and some signals show economic growth is under threat.