Latest Thoughts
The script has been flipped in 2023. ...
The latest episode of the debate between stock market bulls and bears has gotten more interesting. ...
Fourth quarter earnings season is underway and probably won't bring much good news. ...
We believe accountability and modesty are among the keys to success in this business. ...
2022 was a dizzying year as markets and the global economy continued to find itself out of balance due to the still present aftereffects of the COVID-19 pandemic and the policy response to it. ...
The Federal Reserve (Fed) wrapped up its last Federal Open Market Committee (FOMC) meeting of the year last week, where it hiked short-term interest rates for the seventh time in as many meetings, taking the fed funds rate to 4.5% (upper bound). ...
Despite the S&P 500 Index starting December with five consecutive days of losses, we think December is down but not out. ...
Your Money Story : What Your Past Can Reveal About Your Relationship With Money ...
Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. ...
Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. ...
The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. ...
Midterm elections are upon us, with Election Day on Tuesday. ...
With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. ...
If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. ...
As Federal Reserve (Fed) officials continue to emphasize the Fed's commitment towards restoring price stability, the dollar marches ever higher. ...
As Federal Reserve (Fed) officials continue to emphasize the Fed's commitment towards restoring price stability, the dollar marches ever higher. ...
On October 16, China will being its 20th National Congress of the Chinese Communist Party in Beijing. ...
The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. ...
Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaigns in years. ...
Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain. ...