Bull-Bear Debate | LPL Market Signals
LPL Research discusses some changes in market leadership, lay out the bull and bear cases for stocks, and preview key economic data for the week ahead.
Chapters:
00:00 - Intro
00:48 - Last Week's Key Themes
05:05 - Global Equity Markets - as of January 20, 2023
07:17 - Fixed Income & Commodities Markets - as of January 20, 2023
10:19 - S&P 500
11:31 - Bull-Bear Debate Takeaway #1 - U.S. Economy
15:28 - Economic Forecasts
16:20 - Bull-Bear Debate Takeaway #2 - Federal Reserve
17:58 - Federal Reserve Monetary Policy Expectations
20:28 - Bull-Bear Debate Takeaway #3 - Earnings
21:06 - Lackluster Start to Earnings Season
22:16 - Look For Gradual Estimate Cuts, Not a Collapse
22:46 - Earnings Declines Don't Necessarily Mean Falling Stock Prices
26:21 - Bull-Bear Debate Takeaway #4 - China
28:10 - Key Events For This Week
32:26 - Week Ahead: U.S. Economic Calendar Highlighted By Core PCE Deflator
32:47 - Week Ahead: International Economic Calendar Highlighted By European Confidence Data
33:29 - Closing
Tracking #1-05357401