Thought Leadership

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.

by Franklin J. Parker, CFA | for ongoing updates, follow me on Twitter. The Summary The dominant news of the week is Russia's invasion of Ukraine. In response, Europe and the United States have taken a series of steps, one…

Read More What I Care About This Week | 2022 Feb 28

All eyes are on the Russia-Ukraine standoff, but this week brings important data. Earnings season comes to a close, and a look at zombie companies.

Russia-Ukraine tensions escalate, inflation posts at the highest level in 40 years, earnings season is still very good, and two ways our supply chain woes are about to get worse.

Important data last week and this week, interest rates bump against key levels, the Russia-Ukraine standoff intensifies, and a look at earnings.