With more people talking about the possibility of a recession, LPL Research discusses three things we know about historical recessions.
Research
Low Bar for Earnings Season | Weekly Market Commentary | October 17, 2022
LPL Research discusses what to expect as we preview third quarter earnings season.
Pockets of Vulnerabilities | Weekly Market Commentary | October 10, 2022
LPL Research discusses Credit Suisse’s future, the weakening of the British pound, and expectations for November’s Fed meeting.
Global Portfolio Strategy | October 5, 2022
The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.
Client Letter | Could the Worst be Behind Us? | October 5, 2022
Stocks and bonds are both down significantly. Elevated food and gas prices continue to stretch budgets, and higher interest rates have increased borrowing costs.
Xi Jinping’s Influence to be Tested | Weekly Market Commentary | October 3, 2022
As investors await the results of China’s upcoming plenum, LPL Research discusses where China is headed.
Client Letter | Better Times Ahead | September 28, 2022
LPL Research discusses elevated uncertainty in financial markets due to high inflation and rising interest rates.
Taking Advantage of Higher Yields | Weekly Market Commentary | September 26, 2022
LPL Research explains why they believe opportunities in fixed income have improved.
How Much Higher Can Rates Go? | Weekly Market Commentary | September 19, 2022
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
LPL Research discusses the latest job reports, rising temp workers ratios, and the path to lower inflation.