posted on Thursday, October 23, 2014
We believe the oil sell-off is overdone and expect the commodity to find a floor in the low
The latest Beige Book reflects a picture of the U.S. economy that has, thus far, been largely
unaffected by current geopolitical headlines.
Yields may remain low for evidence of any fallout or contagion to the U.S. economy; a stretch
of stronger economic data or bolder action by overseas central banks are likely needed
catalysts for higher yields.
Over the past week, the LPL Financial Current Conditions Index (CCI) fell 8 points to 241
posted on Tuesday, October 21, 2014
Over the past week, the LPL Financial Current Conditions Index (CCI) fell 13 points to 249.
posted on Thursday, October 16, 2014
We see the recent increase in volatility as normal within the context of an ongoing bull
The pace of growth in the global economy is a key driver of global earnings growth,and
ultimately, the performance of global equity markets.
Inflation expectations have fallen sharply in recent weeks, driven by European disinflation,
lower energy prices, and overall growth concerns.
posted on Tuesday, October 07, 2014
Earnings season is here and may counteract the negative headlines with another dose of
positive fundamental news.
posted on Thursday, October 02, 2014
The yield curve has a perfect record in signaling recessions over the past 50 years
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