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Tempering Our Enthusiasm | Weekly Market Commentary | March 28, 2022

Tempering Our Enthusiasm | Weekly Market Commentary | March 28, 2022

by lpladvisorsadmin | Mar 28, 2022 | Research, Weekly Market Commentary

As the stock market recovered from the 2020 pandemic lows, valuations reached levels not seen since the dotcom bubble more than 20 years ago. The reopening economy and massive fiscal stimulus helped fuel one of the strongest starts to a bull market ever (a bull market...
In Defense of Core Bonds | Weekly Market Commentary | March 21, 2022

In Defense of Core Bonds | Weekly Market Commentary | March 21, 2022

by lpladvisorsadmin | Mar 22, 2022 | Research, Weekly Market Commentary

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. Despite the poor start, we don’t think the value proposition for bonds has changed much. Moreover, with yields on...
Ready, Set, Hike | Weekly Market Commentary | March 14, 2022

Ready, Set, Hike | Weekly Market Commentary | March 14, 2022

by lpladvisorsadmin | Mar 16, 2022 | Research, Weekly Market Commentary

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. Inflationary pressures are running higher...
Downshift in U.S. Growth but Still Above Trend | March 7, 2022

Downshift in U.S. Growth but Still Above Trend | March 7, 2022

by lpladvisorsadmin | Mar 16, 2022 | Research, Weekly Market Commentary

We currently expect the U.S. economy to grow 3.7% in 2022. The risks are to the downside since the Fed may err on tightening too fast, the recent commodity spike may trickle down to the U.S. consumer, and supply and demand imbalances may last longer than expected....
Global Portfolio Strategy | March 7, 2022

Global Portfolio Strategy | March 7, 2022

by lpladvisorsadmin | Mar 14, 2022 | Global Portfolio Strategy, Research

Key changes from February’s report: Downgrading developed international equities to negative from neutral Stocks fell in February, as the S&P 500 Index lost 3.3% for the month to bring the year-to-date decline to 8.2% as of February 28. Russia’s invasion of...
« Older Entries
  • Brightening Outlook For International Equities | Weekly Market Commentary | February 6, 2023
  • Will January’s Market Hit the Trifecta? The Seasonal Indicators | Weekly Market Commentary | January 30, 2023
  • A Feisty Bull-Bear Debate: Weighing the Pros and Cons | Weekly Market Commentary | January 23, 2023
  • Pessimism May Be Overdone | Weekly Market Commentary | January 17, 2023
  • Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023

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