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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.

What Investors Can Be Thankful For

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Kristina Hooper highlights four reasons for US investors to be grateful as we wind down 2014—plus a few holiday wishes for capital markets.

Shining a Brighter Light on Inflation

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The October jobs report may have helped shift the Fed’s focus from the labor market to inflation, but inflation views vary among businesses and consumers, writes Kristina Hooper.

The 5 E’s for Equity Investors

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As we move closer to the end of 2014, there are some key considerations that will wield significant influence over the stock market, writes Kristina Hooper.

Upbeat Consumer, Less Debt Brings Good Tidings

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The holiday shopping season is here and there’s good cause for retailers to be optimistic, writes Kristina Hooper.

Will the Ebola Scare Haunt the Stock Market?

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Kristina Hooper prescribes four key takeaways from the Ebola epidemic and what it means for investors.

The Skinny on Fatter Tails for Fed Policy

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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

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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’

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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

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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?

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


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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

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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

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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

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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

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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.


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