Week 2 of an Epic 2-Week Stretch | LPL Market Signals
LPL highlights another positive week for stocks, assesses the odds of a soft landing, provides an earnings update, and previews another big week of economic data.
Chapters:
00:00 - Intro
00:12 - Agenda
01:58 - Market Recap: No Longer Just Mega-Caps
02:14 - Equity Sectors – Week to Date as of July 28, 2023
06:22 - Fixed Income & Commodities Markets – as of July 28, 2023
10:55 - Equal Weight S&P 500 Getting Even
11:53 - Advancers Outpacing Decliners
12:39 - Economic Outlook: Soft Landing Odds Increasing
13:09 - Services Spending Has a Bit More Upside
15:57 - Inflation Dashboard Shows Favorable Trajectory
19:02 - Inflation Approaching Fed Target of 2%
20:00 - Q2 Earnings Update: Good First Half After Sluggish Start
20:15 - Earnings Dashboard
22:16 - Earnings Recession May Be Over Already
23:47 - Earnings Estimates Are Rising Steadily
26:53 - Week Ahead: Highlighted By The ISM and Jobs
31:15 - Closing
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