Thought Leadership

What I Care About This Week | 2021 Aug 2

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.

What I Care About This Week | 2021 July 26

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.

What I Care About This Week | 2021 June 28

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.

What I Care About This Week | 2021 June 1

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.