Another Impressive Show from Corporate America | Weekly Market Commentary | August 27, 2018
Second quarter earnings season was quite impressive, with S&P 500 Index earnings growing 25% year over year.
Turkey’s Crisis and Economic Growth | Weekly Economic Commentary | August 20, 2018
It has been a complicated year for emerging markets (EM).
Is Turkey a Reason to Sell EM? | Weekly Market Commentary | August 20, 2018
We think emerging markets (EM) contagion fears resulting from the crisis in Turkey may be overdone.
Portfolio Compass | August 15, 2018
Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
Longest Bull Market Ever | Weekly Market Commentary | August 13, 2018
The bull market continues to defy the skeptics and is now nearing a major milestone.
Does ‘Headline’ Inflation Tell the Whole Story | Weekly Economic Commentary | August 13, 2018
As the U.S. economic recovery moves into its later stages, inflation has emerged at a surprisingly slow and inconsistent rate.
Market Insight Monthly | July 2018
Economic reports released in July 2018, largely reflecting economic activity in June, provided evidence of accelerating U.S. economic growth over the second quarter.
The Fed’s Policy Conundrum | Bond Market Perspectives | August 7, 2018
The Fed announced last Wednesday that it would keep interest rates unchanged, a decision that markets largely expected.
July Employment Report: Healthy Job Gains Despite Missing Expectations | Weekly Economic Commentary | August 6, 2018
The Labor Department’s July jobs report, released on Friday, August 3, confirmed that the labor market remains healthy.
Focus FAQs | Weekly Market Commentary | August 6, 2018
We share the most frequently asked questions from Focus 2018, on topics such as trade tensions, emerging markets, growth versus value, and the yield curve.
