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Are Mortgage-Backed Securities Poised to Outperform?
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, July 19, 2022 Fixed income markets have been hit hard this year by changing monetary expectations due to stubbornly high inflationary pressures. For investors allocated to a core bond strategy (as defined by the Bloomberg Aggregate index), returns have been the worst ever to start a year. […]
July 19, 2022
Best Day for Breadth in Over 3 Years
Posted by Scott Brown, CMT, Technical Market Strategist Wednesday, July 20, 2022 As the bear market continues on, investors are anxiously awaiting an answer to the most critical question: is it over? It isn’t unreasonable to ask, as the S&P 500 is actually higher by about 6% since June 16 despite a significant amount of bad […]
July 20, 2022
Earnings Bull vs. Bear Case
Posted by Jeffrey Buchbinder, CFA, Equity Strategist Thursday, July 21, 2022 With earnings season underway, in addition to following beats, misses, and growth rates as second quarter reports stream in, we are also assessing the potential future path of earnings. That’s tricky right now given the uncertainty. “Some expect steady mid-to-high single digit earnings gains for […]
A Surprisingly Good Sign for Housing
Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, July 22, 2022 From Heavy Highway Congestion to Eerily Empty Roadways Not to play up too much on the data from the National Association of Home Builders (NAHB) but the NAHB gives insights on the traffic of prospective buyers, a leading indicator of future activity. Not surprising […]
July 22, 2022
What Could Fixed Income Investors Expect The Rest Of The Year?
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, July 26, 2022 In this year’s midyear outlook, entitled Navigating Turbulence, the LPL Research team outlines the reasons why the second half of the year is likely to experience better investment returns across both equity and fixed income markets. But volatility is likely to remain. For fixed income […]
July 26, 2022
What the Last 10 Years Can Tell Us About the Next 10
Posted by Barry Gilbert, PhD, CFA, Asset Allocation Strategist Wednesday, July 27, 2022 Investors love to chase returns. In the near term it can potentially be a successful strategy that has some strong academic and industry research behind it. But nothing lasts forever and markets move in cycles. One reason is the more a segment of […]
July 27, 2022
Federal Reserve Meeting Recap: A Slower Pace Going Forward?
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Thursday, July 28, 2022 The Federal Reserve (Fed) ended its two-day Federal Open Market Committee (FOMC) meeting yesterday and the outcome was broadly in line with market expectations. As expected, the Committee raised short-term interest rates by 75 basis points (0.75%) to take the fed funds rate to […]
July 28, 2022
Are We In A Recession Yet?
Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, July 29, 2022 What Does A Recession Look Like? What necessary ingredients do we need to bake up a recession? The National Bureau of Economic Research (NBER) looks for economic declines that are significant, broad-based, and persistent. Or, to use the terminology of the NBER business cycle […]
July 29, 2022