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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.

'Tis the Season for Watching Consumers' Wallets

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Consumers have always been an important part of the US economy, but today they aren't flexing their muscles much, says Kristina Hooper. With the holiday season in full swing, it's time to see what consumers are thinking—and where they’re spending.

A Warm Pineapple for Wall Street

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Last week's stock rally seems to point to a shift to more positive sentiment as markets warm to the idea of a possible December rate hike, says Kristina Hooper. That said, don't dole out the goodwill just yet, there's more data to come.

Contemplating the Impact of Nov. 13

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As the world reels from the tragic attacks in Paris, it's unclear how rising geopolitical risks will affect government policies, economic growth and capital markets, says Kristina Hooper. But there are some early answers to investors' initial questions.

Every Rose Has its Thorn(s)

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On the tail of a bright jobs report, the likelihood that the FOMC will raise rates in December seems more clear, say Kristina Hooper. However, not everything is picture-perfect as the dollar is strong, global demand is waning and energy prices remain low.

'Rocktober' for US Stocks

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While October has been a robust month for the US market, this positive position may begin to wane, says Kristina Hooper. That said, even if stocks run into earnings challenges and economic data stays bland, it’s still important to stay in the game.

Will Voters Force Lawmakers to Loosen the Purse Strings?

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With stocks soaring after Mario "Whatever It Takes" Draghi's latest comments, it's clear markets still like easy money from central banks, says Kristina Hooper. But fiscal stimulus induces spending more directly—and voters might start demanding it.

'Relentless Rise' in Home Prices Helping Consumers

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Although the Fed cited low inflation as a big reason it didn't raise rates, the housing market is showing continued pricing strength, says Kristina Hooper. Higher equity levels and a chance to refinance should mean extra spending money for consumers.

Beware the Allure of One Data Point

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The stock market continued cheering the bad-news September jobs report last week, glossing over other glum headlines in the hopes it would nix a 2015 rate hike. US Investment Strategist Kristina Hooper says investors shouldn't make the same leap of logic.

Consumers May Be Set to Flex Collective Muscle

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Despite last week's relatively gloomy jobs report and questions about economic growth, both at home and abroad, US Investment Strategist Kristina Hooper says the US consumer is feeling upbeat. That suggests an opportunity for investors right now.

Why Data, Not Lipreading, Hold Key to Liftoff

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US Investment Strategist Kristina Hooper says that despite the market's confusion over a cacophony of Fed voices, it's critical not to lose confidence in what the Fed has been stating all along: Data will dictate its decision on rates.

Fed Sits On Hands, But Yours Are Free to Move

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It may be tempting to fixate on the negative reasons why the Fed didn't raise rates, writes Kristina Hooper, but all it did was reset the clock on the rate-watch game. Here's what to do if you're tired of waiting.

The Big Implications of a Small Fed Move

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The US has always been a big exporter, writes Kristina Hooper, but lately some of our most popular items have been QE and market volatility. With the Fed pondering a rate hike this week, could the US now start exporting a credit crisis?

Jobs Data Leave Us Waiting to Exhale

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A mixed jobs report didn't help ease the uncertainty over the timing of Fed liftoff, but there seems to be sufficient evidence to support a rate hike in 2015, writes Kristina Hooper.

Fear the Talking Fed

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Kristina Hooper discusses the confusion created by Fed officials' public comments and how they stir up higher volatility—and more moaning and groaning among investors.

Breathe But Don't Panic

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Kristina Hooper puts last week's sharp selloff in perspective for investors amid debate over a hard landing in China and potential Fed liftoff in the United States.


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