It is Fed week, and a hawkish tone persists, markets are spooked by high inflation, and this market has gotten a bit nasty.
Thought Leadership
What I Care About This Week | 2022 May 31
This week is all about the health of household balance sheets, last week gave a technical boost for stocks, a reminder why a cohesive strategy is important, and a look at global stock valuations.
What I Care About This Week | 2022 May 23
Data on personal consumption and durable goods, the ECB sees rates above 0% by September, a look at one-off quarters of contractions, and a breakdown of the recent GDP print.
What I Care About This Week | 2022 May 16
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.
What I Care About This Week | 2022 May 9
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.
What I Care About This Week | 2022 May 2
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.
What I Care About This Week | 2022 Apr 25
Important economic data posts this week, the Fed "pivots" to a more hawkish stance, and what is valuation?
What I Care About This Week | 2022 Apr 18
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,…
What I Care About This Week | 2022 Apr 11
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.
What I Care About This Week | 2022 Apr 04
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.