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Anatomy of a Bond Market Sell-off
Market Blog Posted by lplresearch Tuesday, March 2, 2021 Coming into 2021, one of our higher-conviction ideas was that we would see rising long-term interest rates in the United States; it’s one of the reasons we recommended suitable investors consider an underweight to interest rate sensitive fixed income. However, we didn’t expect interest rates to move […]
March 2, 2021
Historic Surge for the Energy Sector
Market Blog Posted by lplresearch Wednesday, March 3, 2021 The energy sector has certainly been on a wild ride over the course of the past year, perhaps the wildest of all of the S&P 500 sectors. The outbreak of the pandemic in 2020 caused such a demand shock that oil futures traded for a negative value for the […]
March 3, 2021
Global Vaccinations: More Shots = Less COVID-19
Economic Blog Posted by lplresearch Thursday, March 4, 2021 The Food and Drug Administration (FDA) approval of the Johnson & Johnson vaccine on March 1 added another important tool in the fight against COVID-19. President Biden reported Wednesday that thanks to a deal with Merck & Co. to manufacture this easy to transport, single-shot vaccine, there […]
March 4, 2021
Jobs Market Gets Reopening Boost
Economic Blog Posted by lplresearch Friday, March 5, 2021 US payrolls grew at a solid clip month over month in February, as progress in the vaccine distribution process appeared to boost growth by enabling more of the economy to reopen. Our opinion has always been that until we have achieved widespread vaccine distribution, the in-person segments […]
March 5, 2021
Rising Interest Rates Are A Global Phenomenon
Market Blog Posted by lplresearch Thursday, March 9, 2021 Today is the one-year anniversary of the low in the 10-year Treasury yield. While we’ve discussed the sharp rise in U.S. Treasury yields that have occurred this year, rising rates have been a global phenomenon. Similar to the United States’ story of increasing growth and inflation expectations, […]
March 9, 2021
The Nasdaq Moves To A Correction; Why That Could Be Good News
Market Blog Posted by lplresearch Tuesday, March 9, 2021 “It’s tough to make predictions, especially about the future.” -Yogi Berra The Nasdaq officially moved into correction territory, down more than 10% from the all-time high. It took only 15 trading days to do this, one of the fastest corrections ever. Interestingly, 2020 holds the two fastest […]
March 9, 2021
Consumer Prices Well Contained, but Bond Investors Still Hurting
Economic Blog Posted by lplresearch Wednesday, March 10, 2021 Investors have become increasingly concerned with inflation, and inflation hawks have cited historic stimulus measures and accelerating economic activity as tailwinds that could lead to runaway inflation. February’s consumer price index (CPI) release should help keep some of these concerns at bay. Headline CPI rose 0.4% month […]
March 10, 2021
U.S. Economic Recovery Gets the OECD’s Attention
Economic Blog Posted by lplresearch Thursday, March 11, 2021 The economic recovery is gaining steam. In fact, so much so that the Organisation for Economic Co-operation and Development (OECD) had to raise their U.S. gross domestic product (GDP) forecast for 2021 by more than 3 percentage points this week (from 3.2% to 6.5%). That’s a big […]
March 11, 2021
Signs of Life in Europe?
Market Blog Posted by lplresearch Friday, March 12, 2021 Few equity sectors on earth have been as poor as European financials since the Global Financial Crisis. The sector still sits more than 50% below its 2007 all-time highs, hampered by regulations, low to negative interest rates, and all around slow growth in the Eurozone. However, despite […]
March 12, 2021
Federal Reserve FOMC Preview: – Five Questions for Chairperson Powell
Market Blog Posted by lplresearchTuesday, March 16, 2021 This week, the Federal Reserve (Fed) meets for their two-day Federal Open Market Committee (FOMC) meeting, which concludes on Wednesday followed by a press conference with Fed Chairman Jerome Powell. If we were invited to the press conference, here are five questions we would ask Chair Powell—each of […]
March 16, 2021