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Productivity Puzzle | Weekly Economic Commentary | August 03, 2015
The declining labor force participation rate continues to receive attention from the media and the public, although largely ignored by the markets.
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Earning Update: Corporate Resilience | August 03, 2015 | Weekly Market Commentary
We expect another quarterly earnings gain in the second quarter despite the drags from oil and the U.S. dollar.
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China’s Effect On Emerging Markets Debt | Bond Market Perspectives | July 28, 2015
Emerging markets debt (EMD) spreads have moved above 4%, a level that has attracted buying interest in recent years. EMD is more sensitive to interest rates than the broad U.S. fixed income market.
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U.S. Dollar Still Stands Tall | July 27, 2015 | Weekly Market Commentary
As the currency of the world’s largest economy and largest exporter, the dollar naturally plays a dominant role in international transactions. We expect the dollar to remain the dominant global currency for the foreseeable future.
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Tangled Up In EU | Weekly Economic Commentary | July 27, 2015
lthough some European countries have made progress with structural reforms, much more work is needed. The lack of progress on many structural reforms in countries outside of Germany continues to weigh on the Eurozone’s global competiveness.
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Portfolio Compass | July 22, 2015
The Portfolio Compass provides a snapshot of LPL Financial Research’s views on equity, equity sectors, fixed income, and alternative asset classes. This biweekly publication illustrates our current views and will change as needed over a 3- to 12-month time horizon.