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
Multiple factors, none of them fundamental, have driven high-yield bond prices weaker in
Over the past week, the LPL Financial Current Conditions Index (CCI) fell seven points to 258.
posted on Tuesday, September 30, 2014
A change of seasons should be noted by municipal investors, as a seasonal increase in new
issuance may be a catalyst to lower returns after a strong 2014
We continue to expect housing may add to GDP growth in 2014 and for the next several years
as the market normalizes following the severe housing bust of 2005-2010.
Over the past week, the LPL Financial Current Conditions Index (CCI) rose eight points to 265.
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