Transitory, Or Non-Transitory, That Is the Question.

Posted by lplresearch Thursday, November 11, 2021 When does transitory inflation become non-transitory? That is the question that Federal Reserve (Fed) Chair Jerome Powell is likely to be under increasing pressure to answer after the most recent inflation data surged past economists’ expectations. The Bureau of Labor Statistics released the October Consumer Price Index (CPI) data yesterday, […]

November 11, 2021

Can the Yield Curve Turn Around Here?

Posted by lplresearch Tuesday, November 16, 2021 One of the more surprising developments in markets over the past six months has been the persistent decline in longer-term Treasury yields. This, coupled with the recent spike in short-term rates as the market has moved to price in rate hikes, has caused most measures of the yield curve to […]

November 16, 2021

Tech is Leading Again

Posted by lplresearch Thursday, November 18, 2021 The S&P 500 Information Technology Sector has gained 27% in the past six months, outperforming the broader S&P 500 by more than 10%. But could its run of leadership just be getting started? As shown in the LPL Chart of the Day, the sector just broke out to fresh […]

November 18, 2021

Four Keys To Building a Successful Investment Strategy

https://www.youtube.com/watch?v=Nl8Y5-0SX4s

November 19, 2021

Leading Indicators Show Tempered Optimism For Economy

Posted by lplresearch November 19, 2021 On Thursday, November 18, the Conference Board released it October 2021 report detailing the latest reading for the Leading Economic Index (LEI), a composite of ten data series that tend to lead changes in economic activity. Many economic data points are backward-looking, but we pay special attention to the LEI, as […]

Finally some clarity on Fed leadership

Posted by lplresearch Tuesday, November 23, 2021 President Biden officially nominated Chairman Jerome Powell to a second four-year term as Chairman of the Federal Reserve (Fed) and elevated current Fed Governor Lael Brainard to Vice Chair of the Committee. Before the announcement, there was speculation that Brainard could replace Powell as Fed Chair. We view these nominations […]

November 23, 2021

How Have Stocks Done Under Jerome Powell?

Posted by lplresearch Wednesday, November 24, 2021 The big news this week was Jerome Powell will remain in charge of the Federal Reserve (Fed) for four more years, so we wanted to do a quick blog that looked at how stocks have done while he has been the Fed Chairman. “There are many reasons for Jerome […]

November 24, 2021

Thoughts on Friday’s Treasury Market Rally

Posted by lplresearch Tuesday, November 30, 2021 Financial markets tend to be relatively quiet the day after Thanksgiving but this year was a notable exception. With the news that a new COVID-19 variant—Omicron—had been discovered and is spreading quickly, prices of risk assets fell and safe-haven assets rallied on Friday. Within the U.S. Treasury market specifically, yields […]

November 30, 2021

6 Things To Know About December And Omicron

Posted by lplresearch Market Blog Wednesday, December 1, 2021 Here comes December, historically a pretty solid month for stocks, but now we have the Omicron variant wreaking havoc on markets. “What a difference a week makes. A week ago stocks were at all-time highs and the economy was strong. Now all we have are uncertainties and […]

December 1, 2021

3 Takeaways from ISM’s Manufacturing Report

Posted by lplresearch Thursday, December 2, 2021 With recent concerns about Federal Reserve (Fed) policy and the Omicron variant, it’s easy to forget that we’re in a period of economic acceleration, although now with some added uncertainty. Yesterday’s manufacturing data confirmed that overall positive trend. The Institute for Supply Management’s Manufacturing Purchasing Managers’ Index (PMI) remained elevated […]

December 2, 2021