"Emerging Market Debt: Risks Remain" | Bond Market Perspectives | May 22, 2018
Signs of emerging market debt (EMD) weakness have been evident since late April.
Source: WEEKLY COMMENTARY
Signs of emerging market debt (EMD) weakness have been evident since late April.
Source: WEEKLY COMMENTARY
We continue to prefer emerging market (EM) equities in tactical asset allocations.
Source: WEEKLY COMMENTARY
The U.S. dollar has staged a strong rally recently after significant weakness in 2017.
Source: WEEKLY COMMENTARY
“Updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”
Source: WEEKLY COMMENTARY
“The 10-year Treasury yield recently crossed the psychologically important 3% level for the first time since December 2013.”
Source: WEEKLY COMMENTARY
“In this week’s commentary, we recap the outstanding near-complete first quarter earnings season, highlight some of the key themes, and show why a potential peak in earnings growth is not cause for immediate concern.”
Source: WEEKLY COMMENTARY
Consumers will feel the impact of higher oil prices, but the effect may be small compared to the benefits of a strong job market and the new tax law.
Source: WEEKLY COMMENTARY
“Economic reports released in April 2018, largely reflecting economic activity in March, showed continued solid economic growth in the U.S.”
Source: WEEKLY COMMENTARY
“China could sell its holdings of Treasuries, potentially leading to higher U.S. rates.”
Source: WEEKLY COMMENTARY
Economic data received over the first week of May indicated steady economic growth with only marginal risk of overheating.”
Source: WEEKLY COMMENTARY