FOCUS 2022 FAQs – Part 1: Economics

Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Tuesday, August 2, 2022 LPL Financial held its FOCUS conference at the Colorado convention center in Denver, CO from July 24-27. LPL Research was proud to be part of this annual event that allows thousands of LPL’s financial advisors to experience industry-driven sessions elevated by the extensive […]

August 2, 2022

FOCUS 2022 FAQs – Part 2: Markets

Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Wednesday, August 3, 2022 LPL Financial held its FOCUS conference at the Colorado convention center in Denver, CO from July 24-27 for over 4 thousand financial advisors. Today we bring you the second part of the most frequently asked questions that LPL Research received at the conference. […]

August 3, 2022

Equity Strategy Insights: What To Watch This Earnings Season

Second quarter earnings season is rolling and, after a bit of a slow start, the numbers have been pretty much as we anticipated.

Softening Emerging Markets Outlook

Posted by Jeffrey Buchbinder, CFA, Equity Strategist Thursday, August 4, 2022 Prospects for a burst of growth in China once the reopening occurs has been a tempting investment thesis for emerging markets (EM) as much of the rest of the world has already reopened. But as we wait for that event, it’s clear we may be […]

August 4, 2022

No Recession Here

Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, August 5, 2022 The economy added 528,000 payroll jobs in July after a solid gain in June and May. The strong gains in the job market last month should further cement the claim that the U.S. is currently not in recession. As shown in the LPL Chart […]

August 5, 2022

English Premier League Soccer Kickoff: Do Stocks Cheer Red Or Blue?

Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist August 8, 2022 The most watched, and arguably the most exciting, soccer league in the world kicked off this weekend across the pond: the English Premier League (EPL). It’s set to be an enthralling season for the many EPL fans around the world as some of the […]

August 8, 2022

Too Good to be True?

Posted by Jeffrey J. Roach, PhD, Chief Economist Wednesday, August 10, 2022 Headline CPI eased in July to 8.5% year-over-year from 9.1% in June. Still above the Federal Reserve’s (Fed) long-run target rate, the annual rate of inflation seems to be cooling. As shown in the LPL Chart of the Day, inflation is easing as durable […]

August 10, 2022

10 Things Investors Should Know About the U.S. Dollar

Posted by Jeffrey Buchbinder, CFA, Equity Strategist Thursday, August 11, 2022 The U.S. dollar is getting a lot of attention these days. It’s up about 10% year to date, which is a big move for currencies. The dollar matters for a number of reasons and we would argue probably deserves the attention it gets. 10 Things […]

August 11, 2022

The Bulls Are Back In Town?

Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Friday, August 12, 2022 The latest weekly data from the American Association of Individual Investors (AAII) showed a continued increase in the percentage of individual investors who are bullish about short-term market expectations (32.2%), and a continued reduction in the number of bears (36.7%). This puts the […]

August 12, 2022

While Tough For Equities, August Has Been Good For Fixed Income

Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, August 16, 2022 Most investors are aware that seasonal patterns exist in equities, but they may not be as familiar with the seasonal patterns in fixed income markets. History has shown that stocks have been relatively weak in August and September. Can core fixed income investors glean […]

August 16, 2022