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Episode 48 - “Are International Markets Set To Outperform For The Balance Of 2021?”
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Synopsis: “A Brighter Future” - Episode 48
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the final take-aways from the 1Q 2021 earnings season and what it tells us about corporate earnings power, how with the U.S. Dollar weakening and COVID vaccine availability increasing International markets are beginning to outperform the S&P 500, as cybersecurity concerns are increasingly top of mind what are the implications of the recent White House Executive Order on cybersecurity, and with the Fed expected to move towards tapering QE over the balance of 2021 what sectors may provide stock market leadership.
The topics discussed in this episode are: Have we reached the point where Street estimates have caught up with corporate earnings power and valuation multiples begin to compress?, Will May 2021’s outperformance by International markets continue for the balance of 2021?, Will the recent White House Executive Order on Cybersecurity lead to a reduction in cyber attacks such as ransomware?, and With the Fed moving towards QE tapering, how might sectors leadership change and what sectors are poised to outperform from here?
Please tune in for more timely insights.
Hashtags & Stock Symbols: #Economy #Fed #Inflation #StockMarket #SP500 $EWD $EWS $EWT $EWU $EZA $IVE $SPY $VTV $XLB $XLE $XLF $XLI
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