Posted on July 25, 2017“Foreign Demand for Treasuries Continues” | Bond Market Perspectives | July 25, 2017 “Yields have moved higher for many developed foreign government bonds, while Treasury yields have moved lower.”
Posted on July 24, 2017“Central Bank Mania Continues” | Weekly Economic Commentary | July 24, 2017 “The past week has been a busy one for global central banks.”
Posted on July 24, 2017“Tax Reform Pivot?” | Weekly Market Commentary | July 24, 2017 “Republicans’ latest unsuccessful attempt to reform healthcare means that we are closer to the pivot toward tax reform.”
Posted on July 21, 2017“Is the Market Overheating?” Client Letter by Burt White | July 20, 2017 “So have stocks overheated given this long stretch of calm in the market? There are several reasons to suggest conditions for investing may still be comfortable.”
Posted on July 19, 2017Portfolio Compass | July 19, 2017 “Positions maintained (no changes), but updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”
Posted on July 18, 2017“Illinois Issues” | Bond Market Perspectives | July 18, 2017 “The state of Illinois, facing financial challenges, is back in the news again.”
Posted on July 17, 2017“Global Summer Earnings—Sizzle or Fizzle?” | Weekly Market Commentary | July 17, 2017 “Can overseas earnings continue to grow and extend the first-half rally in many international markets?”
Posted on July 17, 2017“Gauging Global Growth” | Weekly Economic Commentary | July 17, 2017 “Consensus expectations continue to see global growth accelerating in 2017 and 2018.”
Posted on July 12, 2017“Higher Equity Prices Amid Historically Low Volatility” | Market Insight Quarterly | Second Quarter 2017 “U.S. economic activity improved over the second quarter of the year compared to the first quarter.”
Posted on July 11, 2017“Second Quarter Recap” | Bond Market Perspectives | July 11, 2017 “The second quarter of 2017 carried over many of the same themes from the first quarter.”