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Small Business Pulse Check
Friday, June 11, 2021 Posted by lplresearch While U.S. economic conditions have certainly improved, and earnings momentum for S&P 500 companies has been strong, U.S. small business conditions remain somewhat less stable. Notably, the NFIB Small Business Optimism Index has improved since last year (99.6 in May, up from the 90.9 low in April 2020), and […]
June 11, 2021
Tempering Tech
Tuesday, June 15, 2021 Posted by lplresearch As investors we fight against behavioral biases in every investment decision we make. Our Director of Research Marc Zabicki talked recently about some of these biases in this video. We become attached to our ideas and when we think about selling, “FOMO” kicks in—the fear of missing out. Buying is […]
June 15, 2021
Why Inflation Worries Likely Just Peaked
Market Blog Posted by lplresearch Wednesday, June 16, 2021 As nearly everyone knows by now, inflation has soared the past few months, with the May Consumer Price Index (CPI) coming in at 5.0% year-over-year, the highest since 2008, while the core CPI (excluding energy and food) was 3.8%, the highest since 1992. The Bloomberg consensus is […]
June 16, 2021
A Moderately Interesting Fed Meeting
Market Blog Posted by lplresearch Thursday, June 17, 2021 The Federal Reserve (Fed) ended its two-day Federal Open Market Committee (FOMC) meeting yesterday and, as expected, there were no changes to current interest rate or bond purchasing policies. However, signaling on future path of short-term interest rates seemingly surprised markets. Notably, the number of Fed members […]
June 17, 2021
Leading Indicators Continue to Forecast Growth
Economic Blog Posted by lplresearch Friday, June 18, 2021 As the economic focus has frantically shifted from inflation concerns to peak growth fears to the Federal Reserve’s (Fed) tightening timeline in recent weeks, it can be helpful to take a step back and assess the broad economic trend with a diversified set of indicators. Through this […]
June 18, 2021
LPL Market Signals: New Highs In Inflation and Stocks
Market Blog Posted by lplresearch Monday, June 21, 2021 New highs amid higher inflation The S&P 500 Index finally broke out to new highs late two weeks ago on the heels of the hotter than expected inflation data. Equity Strategist Jeff Buchbinder and Chief Market Strategist Ryan Detrick discuss how the market took the 5.0% year-over-year […]
June 21, 2021
Connecting the Dots on the Recent Bond Market Price Action
Market Blog Posted by lplresearch Tuesday, June 22, 2021 The “dot plots” are slowly becoming the new phrase of the year after the July 16 Federal Reserve (Fed) meeting. As a reminder, the dot plots represent the expected path of short-term interest rates by Fed members. Each dot represents a member’s opinion on where the Fed […]
June 22, 2021
Manufacturing Activity Indices at Historic Levels
Economic Blog Posted by lplresearch Thursday, June 24, 2021 As recent economic data shows, the robust post-COVID recovery has brought about a historic rebound in U.S. manufacturing activity. Pent-up demand and low inventories of capital goods have caused companies to fire up their machines at record levels, and manufacturing supply management professionals have responded with relative […]
January 1, 1970
Manufacturing Activity Indices at Historic Levels
Economic Blog Posted by lplresearch Thursday, June 24, 2021 As recent economic data shows, the robust post-COVID recovery has brought about a historic rebound in U.S. manufacturing activity. Pent-up demand and low inventories of capital goods have caused companies to fire up their machines at record levels, and manufacturing supply management professionals have responded with relative […]
June 24, 2021
Maintaining Value Overweight Despite Growth Rebound
Market Blog Posted by lplresearch Friday, June 25, 2021 As growth-style stocks extend their recent rally relative to value, we’ve been increasingly asked whether the value rally in place since September 2020 is durable. In short, we think that it is. Factors still supporting value? Above-trend economic growth that we expect to extend through 2022; the […]
June 25, 2021