Latest Thoughts
Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research's positive view of the attractively valued developed international equities asset class. ...
The BRIC acronym, without the "S," was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined. ...
Fixed income investors have had a rough time over the last few years. ...
Volatility has returned right on queue as U.S. equity markets continue to pull back from overbought levels. ...
Earnings season is mostly behind us with about 85% of S%P 500 companies having reported second quarter results. ...
The economy is doing better than expected, and the markets are responding accordingly. ...
Earnings season is upon us as some banks and a small handful of other blue chip companies have already reported results for their quarters ending June 30. ...
The long dormant capital markets have recently begun showing signs of interest from institutional investors and deal makers anxious to bring companies to market. ...
We know it's old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. ...
As the economy is likely downshifting, investors should take heed that the Federal Reserve's (Fed) current stance is eerily similar to early 2007. ...
The Federal Reserve (Fed) meets this week where it is largely expected to not raise short term interest rates for the first time in 15 months. ...
Stocks have had a nice run, but at higher prices, the bar for further gains gets higher. ...
The mega-cap technology companies have powered the broad market higher this year. ...
Economists like to remind us there is no such thing as a free lunch. ...
First quarter earnings season is nearly complete, and it has caused us to regret titling our earning preview commentary on April 10. "Malaise Continues."...
Much has been written lately about the threats facing the reserve currency status enjoyed by the U.S. dollar. ...
"Sell in May and go away" is probably the most widely cited stock market cliche in history. ...
Investors use various analogies to describe the importance of small businesses in the domestic economy. ...
First quarter earnings season kicks off this week with some big banks reporting toward the end of the week. ...
Financial markets and the Federal Reserve are reading from two different playbooks. ...