“Municipal Check-In” | Bond Market Perspectives | May 29, 2018
Municipal bonds have outperformed broad high-quality fixed income since early 2017.
“Is Small Cap Strength Sustainable?” | Weekly Market Commentary | May 29, 2018
After a great start to 2018, we believe small caps’ strength to continue.
Fed Minutes Wrap-Up | Weekly Economic Commentary | May 29, 2018
The Fed minutes’ emphasis on a symmetric inflation target reassured markets that the pace of rate hikes would remain gradual.
“Emerging Market Debt: Risks Remain” | Bond Market Perspectives | May 22, 2018
Signs of emerging market debt (EMD) weakness have been evident since late April.
“Five Keys to Emerging Market Outlook” | Weekly Market Commentary | May 21, 2018
We continue to prefer emerging market (EM) equities in tactical asset allocations.
“Dollar Outlook” | Weekly Economic Commentary | May 21, 2018
The U.S. dollar has staged a strong rally recently after significant weakness in 2017.
Portfolio Compass | May 16, 2018
“Updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”
“The Impact of 3%” | Bond Market Perspectives | May 15, 2018
The 10-year Treasury yield recently crossed the psychologically important 3% level for the first time since December 2013.
“Impressive Earnings Season” | Weekly Market Commentary | May 14, 2018
In this week’s commentary, we recap the outstanding near-complete first quarter earnings season, highlight some of the key themes, and show why a potential peak in earnings growth is not cause for immediate concern.
“Oil Bounces, But Still in Balanace” | Weekly Economic Commentary | May 14, 2018
Consumers will feel the impact of higher oil prices, but the effect may be small compared to the benefits of a strong job market and the new tax law.
