Latest Thoughts
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. ...
Stocks have been unable to make up much ground since the June 16 lows, with a bear market rally amounting to only around a 4.3% gain in the S&P 500 Index since then (As of July 1). ...
2022 has been rough all-around for the American consumer. ...
The bear market that started on June 13 has left the S&P 500 Index 23.5% below its January 3 high. ...
This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. ...
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. ...
At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover. ...
Core bond investors have experienced the worst start to the year ever. ...
It's been a very tough start to the year with both stocks and bonds down sharply. ...
"Sell in May and go away" is probably the most widely cited stock market cliché in history. ...
Not all recessions are created equal. ...
First quarter earnings season is rolling. ...
LPL Research reduced U.S. and global GDP forecasts due to Russian commodity disruptions, elevated inflation dynamics , and higher borrowing costs. ...
As the Final Four NCAA Basketball Tournament rolls on in New Orleans, we continue our tradition of picking a stock market final four. ...
As the stock market recovered from the 2020 pandemic lows, valuations reached levels not seen since the dotcom bubble more than 20 years ago. ...
Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. ...
The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns. ...
We currently expect the U.S. economy to grow 3.7% in 2022. ...
With inflationary pressures running higher than many central bankers are comfortable with, calls for interest rate hikes have become louder. ...
Corporate America has capped off an outstanding 2021 with an excellent fourth quarter earnings season so far. ...