The focus narrows this week. With earnings season slowing to a trickle, one thing will dominate the conversation: inflation. The main events will be the release of the Consumer Price Index (CPI) on Tuesday and the Producer Price Index (PPI) on Wednesday. CPI, the most widely followed measure of inflation, measures the average change in…Read more
Fresh Eyes, Fresh Highs After having the opportunity to step back from the constant stream of headlines, the intraday swings in bond yields, the whipsaws of sentiment, and the ever-present fixations on Fed statements, we can confirm that an occasional change of pace is essential for us as investors — and humans. Since we can’t…Read more
Markets might be in for a bit of a hangover, as investors recover from last week’s Federal Reserve statement, jobs data, and corporate earnings reports. While this certainly isn’t going to be an empty week on the earnings front — 126 companies are scheduled to report — it will be a step down from the…Read more
