recession

The Week Ahead – November 07, 2022

The U.S. election on November 8 is likely the most newsworthy event this week.

The consensus expectation is that a divided government between the White House and Congress will lead to more political gridlock and a potential slowdown of Biden’s Leftist agenda.

The stock market has outperformed with a dividend government over the returns generated in the years following the same party controlling the Senate, the House and the Presidency. However, a scenario that could rattle the market would be any lack of clarity with regard to Senate control if results are contested.

The Week Ahead – October 10, 2022

The Q3 earnings season includes big names like Citigroup (C), Delta Air Lines (DAL), Domino’s Pizza (DPZ), JPMorgan Chase (JPM), Morgan Stanley (NYSE:MS), PepsiCo (NASDAQ:PEP), UnitedHealth (UNH) and Walgreens Boots Alliance (WBA) all set to report.

The Week Ahead – September, 19, 2022

The market looks set for a lower open on Monday, with stock index futures down another 1% as investors display more nervousness about the Fed decision later in the week. The central bank is expected to raise interest rates by another three-quarters of a point, though there are calls for a 100 bps move, after the August CPI figure showed that inflation has not peaked yet. All of the major averages are coming off their worst week since June, as well as their fourth weekly loss in five weeks, while the benchmark S&P 500 (SP500) just broke below a key support level watched by many traders.

US 2nd Quarter GDP – What did we Learn From Today’s Reading?

BEA reported “Real gross domestic product decreased at an annual rate of 0.9 percent in the second quarter of 2022, following a decrease of 1.6 percent in the first quarter. The smaller decrease in the second quarter primarily reflected an upturn in exports and a smaller decrease in federal government spending.”

The Week Ahead – May 16, 2022

The S&P 500 teased investors with late day gains, but took a slide at close. Right now it appears that investors can expect any big rally to fizzle pretty fast. The S&P 500 came within a fraction of falling 20% from its November peak. The Nasdaq is still about 28% below its peak, which is well into bear market territory.

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