Weekly Market Commentary – January 22nd 2015 – LPL Research

///Weekly Market Commentary – January 22nd 2015 – LPL Research

Weekly Market Commentary – January 22nd 2015 – LPL Research

European Head Fake?

Weekly Market Commentary 1-20-15

The European Central Bank (ECB) is likely to announce a quantitative easing (QE) program involving European sovereign bond purchases at its upcoming policy meeting on January 22, 2015. Recall back in September of 2014, in our two-part Weekly Market Commentary “Don’t Fight the ECB?” we highlighted several reasons for favoring U.S. equities and largely avoiding European equities, despite the ECB’s prior stimulus efforts and potential for outright QE. With QE likely forthcoming, we revisit the opportunity in Europe, which we believe may be setting the stage for a head fake.

WHAT WE ARE WATCHING
As we evaluate the opportunity in European equities, here is what we
are watching:
ƒEconomic growth
ƒInflation
ƒƒEarnings
ƒƒValuations
ƒƒLoan growth
ƒƒRelative strength

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By | 2017-11-20T15:20:52+00:00 January 22nd, 2015|Weekly Market Commentary|

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