The November 14 week has a busy data release schedule that could have some good news and some less good news. The three things that markets will be looking for are: 1) the pace of [...]

The November 7 week is shortened by the observance of Veterans Day on Friday. Given the scanty data schedule during the week, it won’t significantly impact the economic news. The federal holiday means a full [...]

At one point it seemed that the economic and political chaos prompted by the Truss government’s mini-budget in September would completely upend the BoE’s plans for monetary policy. However, the subsequent succession of fiscal policy [...]

In the week before the November 8 mid-term elections, it may be hard to look at the economic data and/or FOMC decision except through the lens of politics. I anticipate a lot of conspiracy-tinged talk [...]

The traditional holiday shopping period associated with the winter holidays is the stretch of Thanksgiving through Christmas. This year’s calendar has some interesting quirks.The early birds have already started their holiday shopping for gifts and [...]

Financial markets are convinced that Thursday’s ECB announcement will include another sizeable increase in key interest rates. In line with the last move in September, the only uncertainty is about the magnitude. The consensus is [...]

In the October 24 week, much of the focus will be on the FOMC meeting on November 1-2 in the following week. Fed policymakers will not be making any comments regarding monetary policy this week [...]

There are three foci for the economic data in the October 17 week. These are the housing market, the surveys of manufacturing, and the Fed’s Beige Book. Expectations appear firmly in place for another 75 [...]

The October 10 week starts with the federal holiday of Columbus Day on Monday. Banks and the bond market will be closed but not the stock market which will be open. Retailers are likely to [...]

Nothing on the week’s data calendar will compare in importance to the September Employment Situation at 8:30 ET on Friday. Fed policymakers are keeping a close watch on all the labor market data, but it [...]