“The spread between the three-month London Interbank Offering Rate (LIBOR) and the Overnight Indexed Swap (OIS) has widened to its highest level since 2008.”
Month: March 2018
“We share our “Final Four Factors” for the stock market in 2018: economic growth, earnings, trade policy, and the midterm elections.”
“TBased on our analysis, the Beige Book continues to deliver a positive view of the U.S. economy. “
“Although sometimes markets react negatively to rate hikes, these increases tend to signal the Fed√¢‚Ǩ‚Ñ¢s confidence in the U.S. economy.”
“Short-term high-quality bond yields have continued to increase since the lows seen in July 2016, and have moved sharply higher since September 2017.”
“The Fed√¢‚Ǩ‚Ñ¢s overall assessment of the economy is expected to improve.”
“In the spirit of March Madness, we have compiled our “Sweet 16” for the markets.”
Categories
Portfolio Compass | March 14, 2018
“Updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”
“High yield has faced some headwinds thus far in 2018, but fundamentals remain solid.”
“The February employment report crushed expectations for the number of jobs created (313,000 versus the consensus expectation of 205,000), but wage growth moderated from the surprising January levels.”
