see When the Dow hits a fresh record high after a long drought, as it did last week, it tends to be followed by above-average performance.
http://lesgrandesrencontres.com/calendar?lang=en The Federal Reserve’s monetary policy meeting will be a focal point for markets this week.
go site Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
Beige book suggests continued moderate economic growth.
Policy uncertainty surrounding the upcoming midterm elections may lead to an increase in near-term market volatility.
Strong manufacturing growth is a bellwether for overall economic health.
Sentiment on emerging markets (EM) is reaching levels consistent with a contrarian buy signal.
Signs of sustainable productivity growth are emerging, thanks to solid economic fundamentals and the tailwind of fiscal stimulus.
S&P 500 GICS sectors will undergo a significant shift later this month with a big revamp and expansion of the telecommunication services sector.
Recent Fed communication reinforced its view that gradual hikes were the appropriate response to a strong economy, near-target inflation, and balanced risks.