GFH Financial

Reshoring and Deregulation LPL’s Chief Investment Officer, Marc Zabicki, explores reshoring and deregulation as key themes under the Trump Administration as well as potential sector opportunities.

Client Letter | A November to Remember | December 4, 2024 In November 2024, the U.S. economy's strong third-quarter performance and the end of the earnings recession significantly boosted the stock market. The resilience of the economy and year-over-year earnings growth of 3-4% supported stock valuations, with seasonal tailwinds and historical trends furth...

Q3 2024 | Earnings Season Dashboard | Week 6 Explore the robust growth in the S&P 500's earnings per share, led by communication services and supported by consumer discretionary and financial sectors. This summary highlights how companies are surpassing earnings expectations and the stability of forward estimates despite challenges.

More Traffic of Prospective Buyers Dr. Jeffrey Roach, Chief Economist at LPL Financial, explains how well-greased supply chains will help domestic businesses and why the residential market outlook improved.

Q3 2024 | Earnings Season Dashboard | Week 5 Explore the robust growth in S&P 500 earnings per share, led by communications services and excluding external impacts like Boeing's decline and Apple's tax settlement, with an 8% year-over-year increase. Despite economic challenges such as tariffs and a strong dollar, the outlook remains positive w...

Tariff Impacts Less Clear as Trade Dynamics Shifted Dr. Jeffrey Roach, Chief Economist for LPL Financial, explains why the current trade environment with China makes things different this time for Trump 2.0.

Trump, Tariffs, and Treasury Yields LPL’s Chief Fixed Income Strategist, Lawrence Gillum, explores the impact of the Trump election win on Treasury yields and fixed income markets.

Investment Considerations in a Changing Rate Environment Discover the Federal Reserve's strategic decision to lower interest rates for the first time in over four years during a pivotal mid-September meeting, influenced by key economic indicators like falling inflation and a softening economy. This significant half-point rate cut highlights the potential....

Markets Love Clarity and That’s What They Got Dr. Jeffrey Roach, Chief Economist at LPL Financial, focuses on artificial intelligence, potential head fakes from inflation data, and why bond yields are elevated.

Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease Discover how U.S. equities managed to hold up despite a surge in Treasury yields and rate cut repricing, supported by an improved economic outlook and strong AI product demand. The latest GPS report also explores the tactical neutral stance of LPL’s STAAC on equities amid reduced political risk an...