Thought Leadership

Manufacturing data posts this week, the Fed is still talking about talking about tapering, corporate earnings are strong, and I lay out how I see markets over the next six months.

It is Fed Week! Earnings continue to come in, and quite a lot of data posts this week. I look at SPACs and how they fit in a portfolio, and our chart is a look at earnings surprises.

More earnings this week, growth concerns are gripping markets as the delta variant gains momentum, a quick look at market behavior, and what is a bubble, exactly?

Earnings season starts this week, lots of data drops, I consider the implications of stagflation, and a quick look at the expected winners and losers of earnings season.

A light data week, but the FOMC meeting minutes may be jarring. The labor market continues to improve, and investors should watch earnings season closely next week.

We get beginning-of-the-month data this week, markets liked the $1.2 trillion bipartisan deal, I mull the shift in deficit spending dynamics, and how this down-up cycle compares with others.

The Fed is now talking about talking about tapering, this is a light data week, and I spend some time looking at interest rate moves and their relationship to equity prices.

Inflation ran hotter than expected last month, the FOMC meeting is this week, and some charts showing how the recovery is going.

Labor market data was mixed last week, the Fed grows more hawkish, and mega-music deals feed appetite for "alternate" yield, but is it really all that different?

The fundamental economic data wasn't great last week, the US and China are entering a competitive paradigm, data on employment posts this week, and the Fed is now talking about talking about tapering.