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High Bar for Earnings Season | LPL Market Signals
In the latest LPL Market Signals podcast, the LPL Research strategists recap a strong week for stocks and bonds following cool inflation data, suggest steering clear of high-yield bonds, and preview second-quarter earnings season and the week ahead.
00:00 - Intro
00:33 - Agenda
01:46 - Global Equity Markets – as of July 14, 2023
03:54 - Fixed Income & Commodities Markets – as of July 14, 2023
06:04 - How Much Further Can This Rally Go?
08:37 - Have High Yield Credit Markets Lost Their Mind?
11:07 - Race Against Time
14:23 - Earnings Recession May End This Quarter
17:33 - 2023 S&P 500 Earnings Scenarios
22:27 - Week Ahead: Retail Sales Highlights This Week’s Economic Calendar
31:10 - Closing
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