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Earnings growth of 6-7% doesn’t sound very exciting, but given the challenges corporate America has faced, we consider the nearly-complete second quarter earnings season a resounding success. The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. dollar.
September is often a month to remember for investors—but for the wrong reasons. September has historically been one of the weakest months of the year for stocks.
The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market.
Last week’s higher-than-expected inflation report was a game-changer for the Federal Reserve (Fed) and bond markets. With inflationary pressures continuing to run much hotter than the Fed’s 2% target, an even more aggressive rate hiking campaign was priced into markets.
The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral
Analysts anticipate President Xi will further consolidate his power base by ensuring that his political loyalists are appointed positions within the Politburo structure.
