Latest Thoughts
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. ...
The difficullt 2022 for stocks may not get much easier because as we now wait for better news on the inflation front, we have to contend with a seasonally weak month of September. ...
Earnings growth of 6-7% doesn't sound very exciting, but given the challenges corporate America has faced, we consider the nearly-complete second quarter earnings season a resounding success. ...
Existing home sales fell 5.9% in July, the sixth consecutive month of declines as higher interest rates weigh on housing affordability and prospective buyers. ...
The market pundits remain intensely focused on the question of whether the U.S. economy is in or about to enter a recession, so we thought a piece on what a recession might mean for the stock market would be of interest. ...
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. ...