Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.Â
Markets are ostensibly free to focus on the “fundamentals” again.Â
Ultimately, the data continues to come in soft.
“For what it’s worth”…
By now, you know the narrative – or at least you should.
The silver lining for Boeing is…
For lack of a better title.
Trade still makes the world go round, sorry Mr. President.
Is this the catalyst emerging markets needed?
Pick a catalyst, any catalyst.
Remember, foreign investors are “free to do what they want to do.”
You are “free to do what you want”, but Steve knows you really – really – want some Treasurys.
“No soup for you.”
“…to the detriment of all.”
Another week, another litmus test…
And don’t say Urjit Patel didn’t try to warn you.
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
After a pivotal week, where to?
“Currently, there is a ‘celebration’ that a decade has passed and that the world has overcome the fallout from the crisis.”
More falling knives.
Around the world in 2,100 words.
For what it’s worth…
“There are many risks out there.”
And no, this isn’t about the dollar.
All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.
Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.
Hint: not retail investors.
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