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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.

The Skinny on Fatter Tails for Fed Policy

The Upshot

10/20/2014

Kristina Hooper comments on escalating fears that a slowdown in global growth could hamstring the US recovery and what that means for monetary-policy outcomes in the United States.

From Extraordinary to Ordinary

The Upshot

10/13/2014

The journey to more conventional monetary policy is not without challenges and a pickup in volatility may be chief among them, writes Kristina Hooper.

A Case of ‘Conscious Uncoupling’

The Upshot

10/06/2014

Kristina Hooper comments on the divergence of monetary policy among global central banks and why the Fed must tread lightly while acting decisively and swiftly.

Capex Finally Showing Signs of Life

The Upshot

09/29/2014

US companies are starting to spend more on capital goods and equipment, which reflects their growing confidence in the economic recovery, writes Kristina Hooper.

Does Housing Mirror Middle-Class Sentiment?

The Upshot

09/22/2014

Kristina Hooper explains how a flawed housing recovery impacts consumer attitudes and spending habits.

Of Kilts, Ballots, Bankers and Dots

The Upshot

09/15/2014

Kristina Hooper breaks down the hairy mix of economic data, central bank policy and geopolitical events, including Scotland's potential exit from the UK, that markets are combing through right now.

Divergence

The Upshot

09/08/2014

A widening gap in monetary policy in the United States and Europe reveals the disparity in economic growth that exists. Kristina Hooper explains the implications for investors and what history reveals about periods of Fed tightening.

5 Labor-Market Growing Pains to Watch

The Upshot

09/02/2014

The US job market is getting better but it still faces a number of big hurdles before employment can be deemed healthy again, writes Kristina Hooper.

Markets Want a Date, Fed Wants More Data

The Upshot

08/25/2014

Instead of getting clarity about when rate hikes will happen, investors are finding an increasingly divided Fed doing careful analysis and making nuanced arguments, writes Kristina Hooper.

Strange Days Indeed

The Upshot

08/18/2014

In the dog days of summer, investors are buying both US stocks and Treasuries. Why the pull toward two asset classes that normally diverge? It could be a simultaneous expression of bullishness and hedge against risk, writes Kristina Hooper.

What a Credit-Shy Consumer Means for Growth

The Upshot

08/11/2014

Consumers have been cautious about running up credit-card debt since the financial crisis. But is that necessarily bad for the economy? Kristina Hooper breaks it down.

Getting a Grip on the Fed Tightening Tizzy

The Upshot

08/04/2014

Stocks have been immune to many of the threats to their prolonged march higher, but the prospect of the Fed raising rates sooner has many investors in a twist. Kristina Hooper explains why the eventual rate hike—and even a correction—won’t be so bad.

Deconstructing the State of the Housing Recovery

The Upshot

07/28/2014

The rebound in the US housing market has slowed in the first half of 2014 for a number of reasons. But local economies and their respective job markets tell the real story. Kristina Hooper breaks it down.

Focus on Fundamentals, Not Geopolitical Crises

The Upshot

07/21/2014

Crises have flared up dramatically in the Gaza Strip and Ukraine, but the real story for stock investors is the pace of economic expansion and how it impacts the Fed’s decision making, writes Kristina Hooper.

Flip Floppers Drive Stocks Lower

The Upshot

07/14/2014

In the course of one slow news week, stocks went from celebration to selloff. What changed? Not the strong economic data, says Kristina Hooper. It’s a classic flip-flop from investors who had time to mull over recent numbers and change their minds.

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