Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years. U.S. Treasury yields continue to move higher as well. We think we’ve seen the biggest moves higher in yields,...
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Research
Getting Jobs Market Back into Balance | Weekly Market Commentary | September 12, 2022
LPL Research discusses the latest job reports, rising temp workers ratios, and the path to lower inflation.
Global Portfolio Strategy | September 7, 2022
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.
Client Letter | The Best and Worst of Times | September 7, 2022
When it comes to stock market performance, August was “the best of times, and the worst of times.
Calendar Cruelty | Weekly Market Commentary | September 6, 2022
LPL Research discusses stock market for the fourth quarter during midterm election.
Earnings Recap: Still Hanging in There | Weekly Market Commentary | August 29, 2022
LPL Research discusses solid second quarter earnings and the market forecast for the rest of 2022.
Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022
LPL Research discusses why the housing slowdown might not be over yet.
Start of a New Bull Market? | Weekly Market Commentary | August 15, 2022
LPL Research explains why they believe the odds have risen that a new bull market has begun.
Case for Recession Weakens | Weekly Market Commentary | August 8, 2022
LPL Research discusses changing recession prospects and what that might mean for stocks.
Global Portfolio Strategy | August 3, 2022
The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.
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