It is Fed week! We also see important economic data, I dive into a pet peeve of mine, and a breakdown of last week's GDP data.
Thought Leadership
What I Care About This Week | 2022 Oct 24
Earnings growth and the economic data look just okay, the Fed meets next week, a look at the damage inflation does to goals-based investors, and earnings outlooks are still expansionary.
What I Care About This Week | 2022 Oct 10
Earnings season begins and we get inflation data this week, some thoughts about the risks of the Russia-Ukraine war, and the dollar's strength might create a headwind for US corporate earnings.
What I Care About This Week | 2022 Oct 3
The economy keeps on trucking, despite the Fed's best efforts to slow it down, jobs data posts this week, the real constraints facing central banks, and a look at earnings yield relative to bonds.
What I Care About This Week | 2022 Sep 19
It is Fed week! Inflation is bad, we should redefine risk, and a look at Europe's natural gas storage headed into winter.
What I Care About This Week | 2022 Sep 12
This week is an important data week, the Fed meeting is coming up, and why does the Fed matter so much anyway?
What I Care About This Week | 2022 Sep 6
Economic data continues to be meh, the tug-of-war continues, a very brief look at ESG investing, and delinquency rates on commercial loans.
What I Care About This Week | 2022 Aug 29
The Fed's retreat reminded markets of rate hikes, important data posts this week, a look at the corporate response to inflation, and my favorite recession indicator.
What I Care About This Week | 2022 Aug 15
Last week's data gave markets a boost (maybe too much?), US consumer data is on tap this week, a look at risk, and one recession indicator is flashing yellow.
What I Care About This Week | 2022 Aug 8
Last week's data added to the conflicting economic signals, earnings season is mostly behind us (it looks better than expected), and a look at the role of the big economic forces on prices.
