Latest Thoughts
October 21, 2024
In
Weekly Commentary
Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High
The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS). ...
October 14, 2024
In
Weekly Commentary
Happy Two-Year-B-Day Bull Market -Here’s to a Third!
On October 12, 2022, there were very few comments suggesting that a new bull market was in the throes of being born as the S&P 500 opened at 3,590.83 and closed at 3,577.03. ...
October 7, 2024
In
Weekly Commentary
Just When We Recalibrated, Another Shock Arrived
Federal Reserve (Fed) Chair Jerome Powell said last month's decision to cut the fed funds target rate by half a percentage point was due to a "recalibrating' policy, as the Fed follows its dual mandate regarding inflation and growth. ...
September 30, 2024
In
Weekly Commentary
Gold Rally Is No Flash in the Pan
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). ...
September 23, 2024
In
Weekly Commentary
Policy Crosscurrents: Potential Market Impacts
Of course, last week's headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. ...
September 16, 2024
In
Weekly Commentary
Election Implications on the Municipal Market
With the first presidential debate behind us, it's safe to say election season is in full swing. ...
September 9, 2024
In
Weekly Commentary
Second Quarter Earnings Recap: Good, Not Great
Second quarter earnings season is in the books, and it was a good one. ...
September 4, 2024
In
Weekly Commentary
Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict
In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a "fair world order" based on shared principles. ...
August 26, 2024
In
Weekly Commentary
It’s Go Time for the Federal Reserve
In his recent speech, Federal Reserve (Fed) Chairman Jerome Powell focused on the fragilities of the labor market and is preparing markets for the new phase of the policy. ...
August 19, 2024
In
Weekly Commentary
Stock and Bond Market FAQs From The Field
Each year as the summer months draw near the end, LPL Financial hosts its annual conference for financial advisors. ...
August 5, 2024
In
Weekly Commentary
Thoughts On Global Selloff And The Dollar’s Path To Decompressing
Before the jobs report weas released on Friday, we wrote a commentary on the U.S. dollar. ...
July 31, 2024
In
Weekly Commentary
Key Themes For The Macroeconomic Landscape In The Second Half Of 2024
Investors had a healthy appetite for risk so far this year as a so-called potential soft landing has been factored in. ...
July 29, 2024
In
Weekly Commentary
Key Themes For Bonds In The Second Half Of 2024
The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. ...
July 15, 2024
In
Weekly Commentary
Key Themes For Stocks In The Second Half Of 2024
Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond to turning points in inflation and monetary policy. ...
July 1, 2024
In
Weekly Commentary
Double-Digit Earnings Growth On Tap
With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. ...
June 17, 2024
In
Weekly Commentary
Keep Calm And Clip Bond Coupons
With a Federal Reserve (Fed) meeting, a Bank of Japan (BOJ) meeting, two very important inflation reports, and nearly $120 billion of new Treasury securities auctioned-last week was quite the week for markets. ...
June 10, 2024
In
Weekly Commentary
India At The Crossroads
Indian Prime Minister Narendra Modi's recent history in the national elections was muted at best. ...
June 3, 2024
In
Weekly Commentary
Adjusting The Sector Sails
To say May was an eventful month for the market is an understatement. ...
May 29, 2024
In
Weekly Commentary
Earnings Are Doing Their Part
The first quarter earnings season is largely in the books, and it was excellent. ...