Good Sunday morning. Here are some articles and papers worthreading. First, however, a look back at the week that just finished,and a look forward at the week ahead.

The major markets all advanced last week. The Dow and the S&P500 gained 1.8% and 1.6%, respectively, while the Nasdaq Composite wasup 0.4%. It was a good ending to a bad month. Click here for the weekly performance.

Solid Microsoft ( MSFT) results helped, as did a better-than-expectedthird-quarter GDP number, but the bottom line was that the market wasaching to stop ending down all the time. After all, the S&P 500remains off more than 2% in October, hardly a standout performance,although it happened in a month that is almost always one of the worstfor the markets.

And where will we go next week as we begin a newmonth? Inflation will be front and center, with data due early in theweek, but earnings continue to come in ahead of expectations, withReuters reporting that 70% of reporting companies have beat the consensus numbers for the quarter. With new money coming into themarket in the new month, most of the pressure will be for the marketto advance -- and it will take crummy inflation data to stop it.

Turning to the economic week ahead, there are three main itemsworth watching. We have inflation news in the Personal ConsumptionExpenditure, or PCE, index due on Monday, and then we have themanufacturing survey from the Institute for Supply Management due onTuesday. Last, but far from least, we have the Federal Open MarketCommittee meeting on Tuesday, and if it doesn't raise interest ratesby another quarter-point to 4%, investors will fall over in a faintfrom sheer surprise.

While next week is busy with third-quarter earnings reports, 347 ofthe S&P 500 have already reported, so we're through the busiestpart of reporting period. Nevertheless, next week we will see earningsreleases from Humana Inc. ( HUM), Kellogg Co. ( K), Electronic Arts ( ERTS), Procter & Gamble ( PG), and media company Time Warner Inc. ( TWX)

Finally, here are some articles and papers worth reading:

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Dr. Paul Kedrosky is a former highly ranked sell-side technology equity analyst, and he currently runs a technology finance institute at the University of California, San Diego. He is also a venture partner with Ventures West, an institutional venture capital firm with more than $400-million under management. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. While Kedrosky cannot provide investment advice or recommendations, he welcomes your feedback and invites you to send your comments to pkedrosky@thestreet.com.

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