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. ...
High inflation continues to cloud the economic outlook while its impact on the potential path of rate hikes has left markets unsettled. ...
The near-10% correction in the S&P 500 Index and even larger drawdown in the Nasdaq have gotten a lot of attention this year. ...
Sustainable investing hit several milestones in 2021, but continued to attract its critics. ...
After a tough start for stocks in 2022, investors are looking for reasons to expect a rebound. ...
The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently. ...
Corporate America has been on quite a run. ...
In many ways, 2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new. ...
We expect interest rates to move modestly higher in 2022 based on near-term inflation expectations above historical trends and improving growth expectations once the impact of COVID-19 variants recede. ...
We expect solid economic and earnings growth in 2022 to help U.S. stocks deliver additional gains next year. ...
We believe pent-up demand, gradual improvement in supply chain challenges, solid labor force growth, and productivity gains will all contribute to another year of above-trend economic growth in 2022. ...