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Every Monday, The Upshot offers timely market analysis from our US investment strategist, including a breakdown of economic and policy trends, and their implications for investors. Plus, a snapshot of upcoming economic events.

Jobs Take Backseat to Greece's Austerity Vote

The Upshot

07/06/2015

Kristina Hooper dissects the June employment report and the investment implications of a deepening debt crisis in Greece, which is likely to spur higher volatility and renewed contagion fears.

Greece Firestorm Won't Stifle Consumer Comeback

The Upshot

06/29/2015

Failed talks over remedies for Greece's worsening debt situation may be a distraction in the short run, but fundamentals like job creation and a healthier consumer play a more important role in the long run, writes Kristina Hooper.

Handicapping Bubbles and Shocks

The Upshot

06/22/2015

Kristina Hooper explains the results of the 2015 Allianz Global Investors RiskMonitor Survey, a global study of prevailing views on portfolio construction, asset allocation and risk among a cross-section of institutional investors.

Despite Reputation, Consumer Revival Is Real

The Upshot

06/15/2015

A weather-related slowdown may have given this consumer recovery a bad name, but job creation and resurgent spending say otherwise, writes Kristina Hooper.

For Rates, It's a Long Way to the Top

The Upshot

06/08/2015

Kristina Hooper discusses the May jobs report and how it ties in to the Fed’s decision on when to raise short-term interest rates and the march to normalization of monetary policy.

June Gloom Doesn't Mean Doom

The Upshot

06/01/2015

Kristina Hooper says bucking the conventional wisdom on summer swoons in the stock market may be a smart play, regardless of when the Fed decides to raise interest rates.

For Bond Investors, the Timing of Liftoff Matters

The Upshot

05/26/2015

Kristina Hooper breaks down the FOMC minutes and Janet Yellen's public remarks, including why the path of rate hikes and the timing of tightening both matter.

The Trouble With the Consumer

The Upshot

05/18/2015

The recent lack of growth in retail sales has fueled fears over a disappointing second quarter, but consumers' reluctance to spend may have more to do with behavioral psychology and risk aversion than a flawed recovery, writes Kristina Hooper.

Comfortably Numb

The Upshot

05/11/2015

Market participants may not feel the risks in the bond market right now, but it doesn't mean they aren't real, writes Kristina Hooper.

Housing Repairs Aren't Making Much Noise

The Upshot

05/04/2015

Quietly, the housing market is getting stronger—and possibly changing in important ways, writes Kristina Hooper.

The Fed’s Countdown to Liftoff

The Upshot

04/27/2015

Kristina Hooper previews the upcoming FOMC meeting and its implications for the first interest-rate hike since 2006.

Will April Be the Cruelest Month for Data?

The Upshot

04/13/2015

The markets have much to mull this month as the Fed ponders a liftoff in rates, writes Kristina Hooper. From jobs to GDP to consumer credit, every data point seems critical except for one: inflation.

Is the March Jobs Report a Game Changer?

The Upshot

04/06/2015

The number of new jobs added to the US economy fell sharply after a huge winning streak. Kristina Hooper breaks down the implications for monetary policy, markets and investors.

Running the Triangle Offense in Your Portfolio

The Upshot

03/30/2015

A transparent but undecided Fed is adding to market uncertainty, but long-term investors should stick to a well-diversified strategy that's equipped to respond to changing climates, writes Kristina Hooper.

A Temporary Slowdown or a Prolonged Downturn?

The Upshot

03/23/2015

Kristina Hooper comments on the recent slowdown in economic growth, how long it will last and what clues the Fed is using to guide its policy actions.

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