The Week Ahead | 11/14/2022
In 2022, stock performance has been mostly reliant on changes in interest rates and valuations. But this is starting to shift towards corporate fundamentals playing a bigger role. Some portfolio…
The Week Ahead 11/07/2022
The US CPI report will be in the spotlight this week, especially after the strong uptick in core prices last time. I forecast headline CPI to have increased by 0.5%…
The Week Ahead 10/31/2022
Risks are skewed slightly hawkish going into this week’s FOMC meeting due to stronger-than-expected core inflation, sustained wage pressure, and the recent risk asset rally. We expect the pace of…
The Week Ahead | 10/24/2022
This week features several events related to data, including the advance estimate of Q3 GDP, PCE inflation and personal income & spending. However, most of the significant upcoming events are…
The Week Ahead | 10/17/2022
Even though the tough economic climate, higher interest rates are necessary, I think a terminal rate close to 5% should suffice. There is no need to keep hiking rates when…
The Week Ahead | 10/10/2022
The jobs report from this past week showed that labor markets are still tight, which points to a strong CPI print for September. We’re expecting a 0.46%MoM increase in core…
The Week Ahead | 10/03/2022
The week of Oct. 3 is expected to be a busy one for earnings announcements, with four S&P 500 companies reporting quarterly results. So far, the earnings picture looks good,…
The Week Ahead | 9/26/2022
The past week saw major movements in the markets, as the 10-year Treasury yield jumped 25 basis points. This had a significant impact on stocks, as the SP 500 fell…
The Week Ahead | 9/19/2022
FOMC Preview Here at the Options Edge, we are predicting that the FOMC will deliver a third 75bp rate hike at its September meeting, resulting in a funds rate of…
The Week Ahead | 9/12/2022
Next week’s major focus will be on US inflation data, which will be at the top of the agenda. On Tuesday, we’ll receive the August CPI figure, and experts forecast…