Markets Get a Mix of Good Enough and Too Good | LPL Market Signals
LPL Research discusses last week’s key economic events, international equities, and the market’s positive reaction to soft earnings season.
Chapters:
00:00 - Intro
00:20 - Agenda
01:07 - Global Equity Markets - as of February 3, 2023
05:19 - Fixed Income & Commodities Markets - as of February 3, 2023
08:52 - Fed Funds Now Higher Than Core Inflation
11:29 - Jobs, Jobs and More Jobs
12:54 - 2022 Losers Have Been Huge Winners in 2023
13:57 - S&P 500 Achieves a Golden Cross
15:19 - Balloon Gate
19:56 - Should Investors Go Outside The US?
20:40 - International Earnings Outlook is Improving
21:46 - Developed International Equities Still Attractively Valued Despite Recent Strength
22:49 - European Economies Have Been Resilient During Russia - Ukraine Conflict
27:42 - The U.S. Dollar's Powerful Reversal Has Boosted International Market Returns
28:30 - Soft Earnings? So What!
30:47 - Week Ahead: Inflation Expectations, Fed-Speak, and More Earnings
33:26 - Closing
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