Weekly Market Commentary
- 09-25-23 Is India the New China?
- 09-18-23 Buy Japan, Hold U.S., Sell Europe
- 09-11-23 The Growing List - and Politicization - of BRICS and Friends
- 08-28-23 Lessons Learned from the Grand Tetons
- 08-21-23 Pullback Perspective
- 08-14-23 How This U.S. Debt Downgrade is Different from 2011
- 08-07-23 Key Earnings Season Takeaways
- 07-31-23 A Cloudy Outlook Makes for Choppy Markets
- 07-24-23 (Still) Waiting on the FED
- 07-17-23 Earnings Need to Do Some Heavy Lifting to Keep This Rally Going
- 06-26-23 New Bull May Need a Breather
- 06-12-2023 FOMC Preview: Skip, Pause, or Hike?
- 06-05-2023 Closing Out Our Equities Overweight
- 05-22-2023 Will History Rhyme? A Fed Pause Has Been Good for Fixed Income
- 05-15-2023 Earnings Update: Better Than Feared Undersells These Results
- 05-08-2023 King Dollar Still Rules
- 05-01-2023 Sell in May?
- 04-24-2023 Draining the Lifeblood of the Economy: The Small Business Sector
- 04-17-2023 A Closer Look At Commercial Real Estate Market
- 04-10-2023 Earnings Preview - Malaise Continues
- 04-03-2023 Who is Right, Fed or Markets?
- 03-27-2023 The 36-Hour SVB Collapse and Hierarchy of Blame
- 03-20-2023 Wading Through Financial Stability Risks: An Action Plan
- 03-13-2023 Latest Equity Asset Allocation Views
- 03-06-2023 No Landing = No Sense
- 02-27-2023 Debt Ceiling Primer
- 02-13-2023 Trying to Stick the Landing
- 02-06-2023 Brightening Outlook for International Equities
- 01-30-2023 Will January Hit the Trifecta?
- 01-23-2023 A Feisty Bull-Bear Debate
- 01-17-2023 Q4 Earnings Preview: Pessimism May Be Overdone
- 01-09-2023 Lessons Learned in 2022
- 01-03-2022 2023 Market Outlook
- 12-19-2022 Historic Year for Central Bank Activity
- 12-12-2022 December Down But Not Out
- 12-05-2022 Resilient Consumers Have Not Saved Retail Stocks
- 11-21-2022 Playbook for a Fed Pivot
- 11-14-2022 High Inflation and Rising Rates Supported Value in 2022
- 11-07-2022 How Midterm Elections May Move Markets
- 10-31-2022 Federal Reserve Preview: Trick or Treat?
- 10-24-2022 Three Things to Know About Recessions: The 3 D's
- 10-17-2022 Low Bar for Earnings Season
- 10-10-2022 Pockets of Value Magnified by Monetary Policy
- 10-03-2022 Markets on Watch as Xi Jinping's Influence to Be Tested in October
- 09-26-2022 Why it May be Time to Take Advantage of Higher Yields
- 09-19-2022 How Much Higher Can Rates Go?
- 09-12-22 Getting the Jobs Market Back into Balance
- 08-29-22 Earnings Recap: Still Hanging in There
- 08-22-22 Home Sales Fall(Again). What's Next?
- 08-15-22 Is This the Start of a New Bull Market?
- 08-08-22 The Case for a U.S. Recession Weakens
- 08-01-22 What a Week for the Stock Market
- 07-25-22 3 Factors That Could Change the Inflation Course
- 07-18-22 Managing Volatility
- 06-27-22 Relief At The Pump And The Portfolio
- 06-21-22 Bear Market Q&A
- 06-13-22 Is the 60/40 Portfolio Dead?
- 06-06-22 The Economy Is Slowing But Not Shrinking
- 05-23-22 Dawn of a New Era for Core Bonds
- 05-16-22 Corporate America Delivers, Market Attention Focused Elsewhere
- 05-09-22 Have We Really Seen Extreme Pessimism Yet?
- 05-02-22 Why You Shouldn't Sell Your Stocks In May This Year
- 04-25-22 Businesses and Consumers Likely Protected From Near-Term Recession
- 04-18-22 What to Watch This Earnings Season
- 04-11-22 Headwinds to Global Growth: An Economy of Two Halves
- 04-04-22 LPL Research's Stock Market Final Four
- 03-28-22 Tempered but Optimistic Enthusiasm Over Stocks
- 03-21-22 Are Core Bonds Under Pressure?
- 03-14-22 Ready, Set, Rate Hike
- 03-07-22 Downshift in U.S. Market Growth But Still Above Trend
- 02-28-22 How Soon Are Rate Hikes Coming?
- 02-14-22 The Valentine's Day Index
- 02-07-22 Which Region Will Get the Gold in 2022
- 01-31-22 Sustainable Investing Year in Review
- 01-24-22 Potential Catalysts for a Market Turnaround
- 01-10-22 Can Corporate American Keep it Rolling?
- 01-03-22 Three 2021 Market Lessons for 2022
- 12-27-21 How Much Higher Can Treasury Yields Go?
- 12-20-21 Stock Market Outlook 2022: Another good year?
- 12-13-21 LPL Research Discusses Outlook 2022 & the Coming Year
- 12-06-21 WILL OMICRON RUIN THE SANTA RALLEY?
- 11-22-21 The Stock Market, Economy, and New Year: Three Reasons To Be Thankful
- 11-15-21 A Peek at Peak Inflation
- 11-08-21 Developed International: If Not Now, When?
- 11-01-21 5 Things That Might Spook Markets
- 10-25-21 Bullish Setup Into Year-End
- 10-18-21 Q3 Earnings Preview: Less Upside
- 10-11-21 Answering the Top Debt Ceiling Questions
- 10-4-21 Early Thoughts on 2022 from LPL Research
- 9-27-21 To Z or Not to Z: Why the Shape of the Recovery Still Matters
- 9-20-21 Revisiting Our 10-Year Treasury Yield Forecast
- 9-13-21 Policy Risks Loom But Clarity Ahead
- 8-30-21 Poking the Bear
- 8-23-21 Why Stagflation Isn't In The Cards
- 8-16-21 Corporate America Does It Again
- 8-9-21 COVID Update: Delta Variant Market Impact
- 8-2-21 Five Things To Know Heading Into August
- 7-26-21 Six Surprises So Far in 2021
- 7-19-21 Midyear Outlook 2021: Picking Up Speed
- 7-12-21 Three Things to Watch This Earnings Season
- 6-28-21 Three Things That Worry Us
- 6-21-21 Inflation And What the Fed Is Saying
- 6-07-21 Policy Shifts May Challenge Markets
- 6-01-21 Proceed With Caution in the Bond Market
- 5-24-21 Stock Market Gains Likely To Slow
- 5-17-21 Economy Picking Up Speed
- 5-10-21 Amazing Earnings Season
- 5-3-21 Time To Sell In May?
- 4-26-21 Is All The Good News Priced In?
- 4-19-21 Peak Optimism?
- 4-12-21 The Earnings Boom Is Here
- 4-5-21 Raising Forecast...Again
- 3-29-21 Are We on the Brink of an Inflation Crisis?
- 3-22-21 The Second Year Of The Bull Market Begins
- 3-15-21 March Madness: Stock Market Edition
- 3-8-21 Rising Rates And Stock Market Performance
- 3-1-21 Here Comes The Earnings Boom
- 2-22-21 Sustainable Investing Year In Review
- 2-16-21 The Search For Income
- 2-8-21 Raising GDP And Stock Market Forecasts
- 2-1-21 Markets Shrug Off Debt Levels
- 1-25-21 Small Caps Still Solid
- 1-19-21 Earnings Recession Is Likely Over
- 1-11-21 Market Policy Projections for 2021
- 1-4-21 10 Economic Lessons from 2020
- 12-28-20 - Solid Holiday Shopping Season
- 12-21-20 A New Economic Start in 2021
- 12-14-20 Stocks and Bonds Outlook for 2021
- 12-7-20 A Positive Outlook for 2021
- 11-30-20 COVID-19 May Threaten the Recovery
- 11-23-20 Rising COVID-19 Cases Could Pressure the Recovery
- 11-16-20 Q3 Results Brighten 2021 Picture
- 11-9-20 Market-Friendly Election Outcome
- 11-2-20 Record GDP on the Eve of the Election
- 10-26-20 The Best Day Of The Year Is This Week
- 10-19-20 Stocks Opened Higher & An Excellent Start to Earnings Season
- 10-12-20 Follow The Bouncing Stimulus Ball
- 10-5-20 A Volatile Start For October
- 9-28-20 September Bears Strike Again
- 9-21-20 Election Charts You Need To See Part 2
- 9-16-20 Election Charts You Need To See
- 9-8-20 Analyzing the Jobs Report
- 8-30-20 Historic August Opens Door To Worst Month Of The Year
- 8-24-20 5 Charts To See With Stocks At New Highs
- 8-17-20 The Best 100 Days Ever
- 8-10-20 Labor Market Continues Summer Momentum
- 8-3-20 Do the Top 5 Stocks Pose a Risk to the Market?
- 7-27-20 That’s Not A Bubble, This Is A Bubble
- 7-20-20 The Fed's Beige Book Shows Progress
- 7-13-2020 Does a Weak First Six Months Mean Trouble?
- 7-6-2020 Labor Market Continues Its Momentum
- 6-29-2020 When Will The Economy Recover?
- 6-22-2020 Leading Indicators Turn Positive
- 6-15-2020 Is This The Start Of A New Bear Market?
- 6-8-20 Shock Gain in US Payrolls
- 6-1-20 Strong Breadth Surges
- 5-26-20 Some Encouraging Real Time Data
- 5-18-20 Retail Sales Are Telling The Economy's Story
- 5-11-20 Time for a Pause?
- 5-4-20 Big News and New Forecasts
- 4-27-20 How Far Do Earnings Typically Fall in Recessions?
- 4-24-20 Is the Earnings Bar Low Enough?
- 4-6-20 Adjusting our Playbook After the Bounce
- 3-30-20 Will Investors Take Weaker Economic News in Stride?
- 3-23-20 Road to Recovery Playbook
- 3-16-20 Fed is All In
- 3-9-20 The Bull Turns 11
- 3-4/20 Stock Markets Enter Correction Territory
- 2-18-20 Corporate America impressed us this earnings season!
- 2-10-20 Does A Lower January Have Bears Smiling?
- 2-3-20 Assessing Coronavirus Outbreak
- 1-29-20 Leading Indicators Slowing But Still Growing
- 1-21-20 Assessing Geopolitical Risk
- 1-14-20 Lessons Learned From The Past Decade
- 1-6-20 What a year it was in 2019
- 12-30-19 Profit Growth Key for 2020 Stocks
- 12-23-19 Better Days Ahead for Bonds
- 12-16-19 Ambling Along in 2020
- 12-09-19 Technicals Check-In
- 12-04-19 Have We Hit The Earnings Bottom?
- 11-25-19 S. Investors May Find Themselves Giving Thanks --- For The Bull Market
- 11-18-19 The LONGEST BULL MARKET in History
- 11-11-19 Major United States stock indices finished at historic highs
- 11-4-19 They did it - Federal Reserve Lowered Interest Rates Last Week
- 10-28-19 More Money Managers Are Feeling Less Bullish-But The Market Performance Couldn't Tell
- 10-21-19 Unpacking An Overstuffed Suitcase
- 10-14-19 Is There A New Theory In Town?
- 10-7-19 Pondering Trade War to Impeachment Inquiries?
- 9-30-19 Bull Markets – Do They Climb A Wall of Worry?
- 9-23-19 Is There A New Theory In Town?
- 9-16-19 Inflation Sighting?
- 9-9-19 Global Stocks Rallied On The News --- AGAIN
- 9-3-19 Anxiety in America – Will Volatility Continue?
- 8/26/19 Stock Market Volatility - Is It Like a Thunderstorm On A Lake?
- 8/19/19 Don’t Let Volatility Get You Down
- 8/12/19 Global Selloff - - - Quick Comeback
- 8/5/19 Tariffs Strike Again
- 7/29/19: Two Sides To Every Story – Stock Markets & Bond Markets
- 7/22/19: New Policy For The Federal Reserve?
- 7/15/19: The Bulls Are Running . . . .
- 7/8/19: Succumbing To The Power Of Digital Persuasion Or Not?
- 6/3/19: Tariff Trouble: First China, Now Mexico?
- 5/20/19: Can the U.S. Win a Trade War with China?
- 5/13/19: Trade Talk Trouble Takes a Toll
- 5/6/19: Is It Time for a Rate Cut?
- 4/29/19: Economic Growth Well Above Forecast
- 4/22/19: The S&P 500 Is Setting Records
- 4/15/19: Trading and Taxes and Tweets... Oh My!
- 4/8/19: Is a Recession Coming?
- 4/1/19: How Much Does It Cost to Make Money?
- 3/26/19: Scandinavia Sweeps Again
- 3/19/19: Gen Xers and Millennials: What Are Your Priorities?
- 3/11/19: How Do You Reconcile the Beige Book and the Labor Report?
- 3/4/19: A Blast from the Past
- 2/25/19: Saltwater Has an Economic Impact
- 2/19/19: What's In Your Wallet?
- 2/11/19: At the Intersection of Economics and Valentine's Day
- 2/4/19: Some of the Best Inventions of 2018
- 1/29/19: What Is Going On Across the Pond?
- 1/22/19: How Much Would Those Burgers Cost in Britain?
- 1/14/19: Oh, What a Year!
- 1/7/19: What Is Midwest Nice?
- 1/2/19: Synaptic Pruning and Habit Stacking
- 2019 Market Outlook