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Taking Advantage of Higher Yields | Weekly Market Commentary | September 26, 2022

Taking Advantage of Higher Yields | Weekly Market Commentary | September 26, 2022

by lpladvisorsadmin | Sep 27, 2022 | Research, Weekly Market Commentary

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Now that interest rates have moved substantially higher, we believe opportunities in fixed...
How Much Higher Can Rates Go? | Weekly Market Commentary | September 19, 2022

How Much Higher Can Rates Go? | Weekly Market Commentary | September 19, 2022

by lpladvisorsadmin | Sep 20, 2022 | Research, Weekly Market Commentary

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,...
Getting Jobs Market Back into Balance | Weekly Market Commentary | September 12, 2022

Getting Jobs Market Back into Balance | Weekly Market Commentary | September 12, 2022

by lpladvisorsadmin | Sep 13, 2022 | Research, Weekly Market Commentary

Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain. Powell is likely making these warnings based on the arcane, clunky relationship between inflation and unemployment. The key to getting the market...
Global Portfolio Strategy | September 7, 2022

Global Portfolio Strategy | September 7, 2022

by lpladvisorsadmin | Sep 8, 2022 | Global Portfolio Strategy, Research

Key changes from August report: Downgrading emerging market (EM) equities view from neutral to negative Upgrading industrials view to neutral from negative. Downgrading consumer staples view to negative from neutral. Stocks were unable to add to July’s gains as the...
Client Letter | The Best and Worst of Times | September 7, 2022

Client Letter | The Best and Worst of Times | September 7, 2022

by lpladvisorsadmin | Sep 8, 2022 | Client Letter, Research

Dear Valued Investor, When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in...
« Older Entries
  • 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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