Henrique Lucena

A vibrant Hispanic business sector may serve as an important source for the future growth of the U.S. economy. Learn more in a CIO LatAm Insights report, "Unidos in the U.S.A."

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Former Federal Reserve (Fed) Chair Janet Yellen likened the 2017-2019 balance sheet drawdown to "watching paint dry," a sentiment echoed in the current quantitative tightening (QT) phase since May 2022, with nearly $2 trillion reduced. With fiscal policy uncertainty ahead, should the Fed consider ending QT earlier? Discover our insights in this week’s #OnTheMindsofInvestors: https://bit.ly/4eIwyrJ

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Top of mind for many of us are growth, both economic and earnings, and interest rates. Check out the latest MFS Digest for quick takes on these topics plus our outlook for the economy and markets. bit.ly/3weFvsH.

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Exciting to see the US dividend ecosystem continue to expand and mature with the successful introduction of options on S&P 500 Dividend Index futures #futures #options #equities #trading

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How Will The 2024 Presidential Election Impact The Markets? (3 Minute Read) #marketcommentary #election #interestrates #federalreserve #inflation #balancedportfolio #stocks #bonds #wealthmanagement #marketoutlook #diversification #wealthpreservation #equitymarkets #assetallocation #wealthprotection #investing #retirementplanning #stockmarket #finance #economy #financialplanning #investments #economicoutlook #markets #investors #money #investmentmanagement #stockmarketnews #stocks #stockmarketinvesting #stockmarketupdate #covid19 #stockcommentay #marketoutlook #budget #usdebt #vaccine #immunization #largecapvalue #valueinvesting #valuestocks #dividendstocks #dividendinvesting #dividends #bonds #interestrates #marketoutlook #stimulus #inflation #bankingandfinance #earnings #earningsseason #economiccycle #economicrecovery #bearmarket #bearish #economics #investment #debt #growthstocks #inflation #inflationhedge #inflationstrategies #correction #marketcorrection #economynews #marketforecast #governmentspending #governmentpolicy #wallofworry #supplychaincrisis #supplychaindisruption #inflation #consumerspending #federalreserve #fiscalpolicy #fedpolicy #tapering #inflation #volatility #marketvolatility #interestrates #ratehikes #earningsseason #housingmarket #dollar #recession #recession2022 #recession2023  #useconomy #earnings

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Market volatility can create opportunities. One key is aligning goals and policies. Another is fostering a well-worn communication path. Mark Murphy, CFA and I look forward to an engaging discussion focused on actionable strategies!

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Now available: Our Mid-Year Outlook: A strong economy in a fragile world. https://bit.ly/3VsFFFi. Despite sticky inflation, geopolitical conflict and a contentious U.S. election, we see a healthy backdrop for investors for the rest of the year. Why? Robust economic growth, strong corporate profits, a solid labor market and more. #jpmorganprivatebank #MidYearOutlook

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Vince Lorusso recently appeared on the Schwab Network to discuss Clough Capital's market views and the security level positioning within their two ETFs. In the interview with Oliver Renick, Lorusso shares insights on the Clough Hedged Equity ETF ($CBLS) and the Clough Select Equity ETF ($CBSE). Check out the interview here: https://lnkd.in/g9uDHrXH #CloughCapital #MarketViews #ETFs #SchwabNetwork Schwab Network is responsible for the content of this video. This video is for informational purposes only and is not to be used for investment advice. Please read our disclosures and a prospectus at cloughetfs.com/disclosures before investing. The ETF is distributed by Vigilant Distributors, LLC. Vigilant Distributors, LLC and Clough Capital Partners L.P. (“Clough Capital”) are not affiliated.

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Finding value in credit markets really comes down to how investors view risk. One of the best ways to get a sense of both risk and opportunity is by looking at credit spreads. While spreads indicate the market's perception of risk, it's up to investors to determine if they're getting value for their exposure.

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While fixed income is becoming increasingly correlated with equity, there is still a lot to be gained from the power of bonds. Find out how MFS is adjusting to this shift in the latest Big Mac on Fixed Income Allocation. bit.ly/3S8aBd4.

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