GFH Financial

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.

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...