Tags: neutral
The Week Ahead: Can the Fed Meet Expectations?
June 17th, 2012
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by Jeff Miller
In the absence of any action on fiscal policy, economic responsibility rests with monetary authorities. Investors rightly ask:
What more can the Fed do? Will it be enough?
In normal times, this would be the big story. This time the… more »
The Week Ahead: Will Housing Help?
May 13th, 2012
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by Jeff Miller Economic growth continues at weak, below trend levels just at the time the stimulus programs are wearing off. For some this implies that the next recession is just around the corner. From another perspective the current economic growt… more »
The Week Ahead: Candidates on Parade
May 6th, 2012
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by Jeff Miller In a light week for economic data, we can expect more attention to elections both in Europe and the US. Political activity provides both an opportunity and a trap for most investors. It is so easy to use our own electoral preferences… more »
The Rest of the Week Ahead: Looking for an Economic Turning Point
May 3rd, 2012
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by Jeff Miller [Author's note to readers -- Whenever I actually enjoy some time off on a weekend, there is a challenge in posting the regular WTWA article. I could always do a simple indicator update, and I monitor many sources in real time. I also h… more »
The Week Ahead: Will the Fed Disappoint the Markets?
April 22nd, 2012
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by Jeff MillerGet ready for a week of renewed focus on the Fed. No one expects a policy change, but there is plenty of room for disappointment.In the new era of Fed communications there will be plenty to analyze, including the following:The FOMC… more »
