Portfolio 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.”
Source: WEEKLY COMMENTARY
“Positions maintained (no changes), but updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”
Source: WEEKLY COMMENTARY
“The state of Illinois, facing financial challenges, is back in the news again.”
Source: WEEKLY COMMENTARY
“Can overseas earnings continue to grow and extend the first-half rally in many international markets?”
Source: WEEKLY COMMENTARY
“Consensus expectations continue to see global growth accelerating in 2017 and 2018.”
Source: WEEKLY COMMENTARY
“U.S. economic activity improved over the second quarter of the year compared to the first quarter.”
Source: WEEKLY COMMENTARY
“The second quarter of 2017 carried over many of the same themes from the first quarter.”
Source: WEEKLY COMMENTARY
“Economic reports released in June 2017, which mostly reflect economic activity in May, continued to indicate that economic growth picked up during the second quarter of the year. ”
Source: WEEKLY COMMENTARY
“U.S. manufacturing still matters when evaluating the U.S. and global economy.”
Source: WEEKLY COMMENTARY
“Earnings season is underway this week (July 10–14) and may be another good one, with double-digit S&P 500 Index earnings growth possible.”
Source: WEEKLY COMMENTARY
“The month of June has not been good for oil with signs of concern emerging in the high-yield energy sector.”
Source: WEEKLY COMMENTARY