S&P Sector Switcheroo | Weekly Market Commentary | September 4, 2018
S&P 500 GICS sectors will undergo a significant shift later this month with a big revamp and expansion of the telecommunication services sector.
Powell’s Policy Pragmatism | Weekly Economic Commentary | August 27, 2018
Recent Fed communication reinforced its view that gradual hikes were the appropriate response to a strong economy, near-target inflation, and balanced risks.
Another Impressive Show from Corporate America | Weekly Market Commentary | August 27, 2018
Second quarter earnings season was quite impressive, with S&P 500 Index earnings growing 25% year over year.
Turkey’s Crisis and Economic Growth | Weekly Economic Commentary | August 20, 2018
It has been a complicated year for emerging markets (EM).
Is Turkey a Reason to Sell EM? | Weekly Market Commentary | August 20, 2018
We think emerging markets (EM) contagion fears resulting from the crisis in Turkey may be overdone.
Portfolio Compass | August 15, 2018
Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
Longest Bull Market Ever | Weekly Market Commentary | August 13, 2018
The bull market continues to defy the skeptics and is now nearing a major milestone.
Does ‘Headline’ Inflation Tell the Whole Story | Weekly Economic Commentary | August 13, 2018
As the U.S. economic recovery moves into its later stages, inflation has emerged at a surprisingly slow and inconsistent rate.
Market Insight Monthly | July 2018
Economic reports released in July 2018, largely reflecting economic activity in June, provided evidence of accelerating U.S. economic growth over the second quarter.
The Fed’s Policy Conundrum | Bond Market Perspectives | August 7, 2018
The Fed announced last Wednesday that it would keep interest rates unchanged, a decision that markets largely expected.
