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The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024

Printer Friendly Version The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets declined as investors were...

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024

Printer Friendly Version To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy. In...

High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024

Printer Friendly Version LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication....

A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024

Printer Friendly Version The dollar’s continued climb higher has been predicated on a host of factors — including the rise in geopolitical risk and the dollar’s safe haven status as inflows have picked up markedly, uncertainty with regard to the Federal Reserve’s...

Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024

Printer Friendly Version Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy. It’s a Whole New World One...
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Recent Posts

  • Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
  • Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
  • Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
  • Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | Weekly Market Commentary | December 15, 2025
  • 2026 Outlook: The Policy Engine

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Recent Posts

Recent Posts

  • Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026
  • Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
  • Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025

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