Weekly Market Commentary
Earnings Hope To Keep This One-Year Old Bull Market Going | Weekly Market Commentary | October 16, 2023
The October-November reporting season can be particularly interesting because full-year numbers are nearly locked in while more companies share thoughts on the year ahead. Here are several things we will be watching as reports stream in.
As October began, improving seasonals, dysfunction in Washington, D.C., and economic impact of higher interest rates garnered significant attention from investors.
After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter.
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.
Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive view of the attractively valued developed international equities asset class.
The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined.
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