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Playbook for a Fed Pivot | Weekly Market Commentary | November 21, 2022

Playbook for a Fed Pivot | Weekly Market Commentary | November 21, 2022

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

Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. While the market has welcomed this news, history suggests the path to a Fed pivot could be volatile...
Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

by lpladvisorsadmin | Nov 15, 2022 | Research, Weekly Market Commentary

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. However, the debate is heating up as investors begin to consider whether the pendulum will swing back to growth...
Global Portfolio Strategy | November 8, 2022

Global Portfolio Strategy | November 8, 2022

by lpladvisorsadmin | Nov 15, 2022 | Global Portfolio Strategy, Research

Key changes from October report: Downgrading real estate view from positive to neutral. After ending September with a 24% loss for the year, stocks surged in October as the S&P 500 returned 8.1%. That strong gain trailed the Dow Jones Industrial Average, which...
How Midterm Elections May Move Markets | Weekly Market Commentary | November 7, 2022

How Midterm Elections May Move Markets | Weekly Market Commentary | November 7, 2022

by lpladvisorsadmin | Nov 8, 2022 | Research, Weekly Market Commentary

Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win the House, and the Senate is roughly a tossup. We believe either outcome would be market-friendly, although the bigger market driver will likely be central banks’...
Client Letter | Looking Ahead | November 2, 2022

Client Letter | Looking Ahead | November 2, 2022

by lpladvisorsadmin | Nov 3, 2022 | Client Letter, Research

Dear Valued Investor, October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit...
« 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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