The Fed’s Policy U-Turn | Weekly Economic Commentary | February 4, 2019
The Federal Reserve (Fed) just delivered a widely expected but important monetary policy decision.
The Fed Faces Market Fears | Weekly Economic Commentary | January 28, 2019
The Fed’s signals on future policy in this week’s meeting will be especially telling.
Is the Fed Almost Done? | Weekly Market Commentary | January 28, 2019
We expect the Fed to pause interest rate hikes this week.
Brexit Clouds Linger | Weekly Market Commentary | January 22, 2019
Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications.
Main Street’s Growing Uncertainty | Weekly Economic Commentary | January 22, 2019
The Beige Book Barometer dropped to a nine-month low.
Portfolio Compass | January 16, 2019
Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
Fourth Quarter Earnings Preview: From Great to Good | Weekly Market Commentary | January 14, 2019
S&P 500 earnings growth will slow in the fourth quarter but is still expected to be strong.
A Historic Government Shutdown | Weekly Economic Commentary | January 14, 2019
We believe this government shutdown will have limited long-term ramifications for economic growth.
Market Insight Quarterly | Fourth Quarter 2018
Stocks slide most since 2011, even amid solid economic data.
Market Insight Monthly | December 2018
Economic trends generally improved in December, even amid some of the most significant financial market volatility of the bull market.