Will January’s Market Hit the Trifecta? The Seasonal Indicators | Weekly Market Commentary | January 30, 2023
The script has been flipped in 2023. Last year’s underperformers have turned into outperformers this year, driving the S&P 500 Index up over 5% this month.
The latest episode of the debate between stock market bulls and bears has gotten more interesting. For every valid point from one side, there’s an equally compelling argument on the other side.
Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into a year-over-year decline in S&P 500 Index earnings for the quarter.
Here are some of our lessons learned from 2022. As you might imagine, inflation and the Federal Reserve are common themes throughout.
The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.
LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.
LPL Research shares insights on publicly traded retailers and analyze their underperformance year to date.
LPL Research explores historical equity and fixed income market performance surrounding a Fed pivot.
LPL Research looks at what’s driving value’s 2022 outperformance, the technical trading setup for growth and value, and more.
The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.