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Market Update: 02-18-20

Jerris Wealth Management Group LPL Research Weekly Market Update

PRODUCTIVITY BOUNCES

John Lynch Chief Investment Strategist, LPL Financial | Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial

Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction. Ideally, we’d like to see the global economy stabilize and capital expenditures (capex) pick up again so the U.S. economy can reach its full potential. With the U.S.-China phase-one trade deal signed, the stage could be set for an economic rebound in 2020.

Market Update: 02-10-20

Jerris Wealth Management Group LPL Research Weekly Market Update

GLOBAL GETS GOING

John Lynch Chief Investment Strategist, LPL Financial | Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial

Stocks in developed markets outside the United States have underperformed those in the United States almost without interruption for the last decade. While the long-lasting U.S. stock market dominance has us understandably cautious, we are warming up to international equities. We highlight four main reasons why international equities’ performance could be poised to improve.

Market Update: 02-03-20

Jerris Wealth Management Group LPL Research Weekly Market Update

ASSESSING CORONAVIRUS OUTBREAK

John Lynch Chief Investment Strategist, LPL Financial | Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial

After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led to a bout of volatility. Though it is difficult to predict when the virus will be contained and how many more lives might be lost, we provide some historical perspective on other major global health events to help assess potential market impacts.

Market Update: 01-27-20

Jerris Wealth Management Group LPL Research Weekly Market Update

A SENTIMENT CHECK

John Lynch Chief Investment Strategist, LPL Financial | Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial

U.S. stocks have staged an impressive rally over the past few months. While we like seeing stocks rise, we’re starting to see signs of overbought conditions and stretched sentiment in market indicators we watch. We still believe in long-term fundamentals, but we think a modest pullback may be looking increasingly probable.

Market Update: 01-21-20

Jerris Wealth Management Group LPL Research Weekly Market Update

EARNINGS ARE ALL ABOUT 2020

John Lynch Chief Investment Strategist, LPL Financial | Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial

Earnings growth was largely absent in 2019, but we expect it to pick up in 2020. With stock valuations elevated, we think earnings hold the key to pushing stocks higher this year. We preview fourth quarter earnings season and share our thoughts on the outlook for corporate profits in 2020.

Market Update: 01-13-20

Jerris Wealth Management Group LPL Research Weekly Market Update

ASSESSING GEOPOLITICAL RISK

John Lynch Chief Investment Strategist, LPL Financial | Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial

The United States’ airstrike January 3, 2020, near Baghdad, Iraq, that killed a top Iranian military general was a major escalation in Mideast tensions. Iran’s retaliatory strike January 8 sent a message, but additional responses can’t be ruled out. We discuss what this conflict might mean for stocks and assess ongoing risks.

Our Team

Susan Jerris

Susan
Jerris

LPL Registered Principal 
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CA Insurance License #0662706
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Anthony Roble

Anthony
Roble

LPL Registered Administrative Assistant
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CA Insurance License #0K61923
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Diana Esperon

Diana
Esperon

Administrative Assistant
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