economy

The Italian referendum, Brexit challenge hearings and ECB monetary policy meeting are the week's main events.
An increasing percentage of the population is no longer economically viable.
Watch out for Italy's referendum to be the third leg of this year's populist stool, and make sure your portfolios are positioned accordingly.
Possible Trump stimulus or Fed rate hike might change my mind.
Jobs report shows economy is still running in place.
It isn't great that average hourly earnings declined in November, nor is a drop in the labor force a healthy sign.
And we could see the market give back some November gains on the back of it.
European assets have muted reaction to U.S. nonfarm payrolls.
The Federal Reserve must start thinking about how to get out in front of inflation without crushing the economic recovery and stock market rally.
But we have had a great week of economic data, which will help drive markets higher.

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