The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019…
Weekly Market Commentary
Market Tricks and Treats | Weekly Market Commentary | October 28, 2019
The stock market has been hovering near record highs despite an assortment of economic and geopolitical risks…
Seasonal (Tail)winds | Weekly Market Commentary | October 21, 2019
The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade…
Earnings May See Better Days Ahead | Weekly Market Commentary | October 14, 2019
Corporate America is unlikely to deliver much, if any, earnings growth in the third quarter. However, we think better days lie ahead…
Policy Uncertainty Intensifies | Weekly Market Commentary | October 7, 2019
Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty.
Central Banks Are Back | Weekly Market Commentary | September 23, 2019
Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago…
The Curious Case of Negative Yields | Weekly Market Commentary | September 16, 2019
There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives…
Corporate Earnings Outlook | Weekly Market Commentary | September 9, 2019
We lowered our 2019 earnings growth forecast for the S&P 500 Index on August 19 due to increased risk to economic growth and corporate profits from the ongoing trade conflict…
U.S. Treasuries and the Yield Curve | Weekly Market Commentary | September 3, 2019
We recently reduced our year-end forecast range for the 10-year U.S. Treasury yield from 2.5–2.75% to 1.75–2%…
LPL’s U.S. Real GDP Forecast Change | Weekly Market Commentary | August 26, 2019
We have lowered our projections for U.S. gross domestic product (GDP), the 10-year U.S. Treasury yield, and operating earnings for the S&P 500 Index in 2019…