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To Z Or Not To Z | Weekly Market Commentary | September 27, 2021

To Z Or Not To Z | Weekly Market Commentary | September 27, 2021

by lpladvisorsadmin | Sep 28, 2021 | Research, Weekly Market Commentary

LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25–6.75% to 5.75 6.25%. Growth is likely to come in at an annualized pace near 5% over the second half of the year. So, while expectations have been tempered, the recovery still has a lot of...
Revisiting Our 10-Year Treasury Yield Forecast | Weekly Market Commentary | September 20, 2021

Revisiting Our 10-Year Treasury Yield Forecast | Weekly Market Commentary | September 20, 2021

by lpladvisorsadmin | Sep 21, 2021 | Research, Weekly Market Commentary

Until recently, we expected the 10-year Treasury yield to end the year between 1.75% and 2.0%. Now, however, there are two key elements suggesting we are unlikely to see significantly higher interest rates by year end: The Delta variant’s impact on economic growth...
Policy Risks Loom But Clarity Ahead | Weekly Market Commentary | September 13, 2021

Policy Risks Loom But Clarity Ahead | Weekly Market Commentary | September 13, 2021

by lpladvisorsadmin | Sep 16, 2021 | Research, Weekly Market Commentary

Several policy-related risks loom in September and October that may lead to an increase in market volatility. The debt ceiling needs to be raised (likely by mid-October), the government needs to be funded to avoid a shutdown by the end of September, and the Democrats...
Global Portfolio Strategy | September 9, 2021

Global Portfolio Strategy | September 9, 2021

by lpladvisorsadmin | Sep 14, 2021 | Global Portfolio Strategy, Research

Key changes from August’s report: Upgrading Midcap Stocks from Neutral to Positive Stocks rose for the seventh straight month in August, as the S&P 500 Index gained 2.9%. Historically, September is the worst month of the year for stocks, on average, and we...
  • Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
  • The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
  • What is Normal? | Weekly Market Commentary | September 5, 2023
  • Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023
  • Pullback Perspective | Weekly Market Commentary | August 21, 2023

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