With the help of a special guest, the LPL Strategists talked about what the impact the Iran Conflict is having on economic growth and inflation expectations with risks to the downside and upside, respectively. Additionally, why the equity markets were effectively looking through the Middle East conflict due to strong earnings expectations keeping market volatility in check. They then discussed the diverging path of central bank policy, particularly between the Federal Reserve (Fed) and the European Central Bank (ECB) and what that could mean for both equity and fixed income investors. Finally, despite the ongoing narrative on “sell America”, the three discussed the current performance of the US Dollar and why continued calls for its demise as a reserve currency are overdone, in their view.
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