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Will Ukraine and Russia Impact The Usually Bullish March?
Posted by lplresearch Tuesday, March 1, 2022 Good riddance to February. It was another negative month for stocks, but the clear headline was Russia invading Ukraine and the potential impacts that would have on the global economy and stock market. First things first, this means the first two months of 2022 have been in the red for […]
March 1, 2022
Are Corporate Credit Markets Starting to Crack?
Posted by lplresearch Wednesday, March 02, 2022 Within the fixed income markets, the corporate credit markets can, at times, act like a canary in the economic coalmine. The return distribution for credit investors is asymmetrical, which means the potential for losses can be magnitudes larger than the potential for gains. So, credit markets tend to react quickly […]
March 2, 2022
Let’s Talk about Ukraine and Russia | LPL Street View
https://www.youtube.com/watch?v=isvJih-qE9Y
March 3, 2022
Economically and Financially, Russia Doesn’t Matter As Much As You Might Think
Posted by lplresearch Thursday, March 3, 2022 With all eyes on the war in Ukraine, we continue to pray for the safety of the Ukrainian people and the sovereignty of their nation. It’s a tough time to talk economics and markets, but that’s what you come here for so we’ll continue to do our best to […]
March 3, 2022
Job Gains Surprise to the Upside But Fed Will Still Likely Hike by 25 Basis Points Next Meeting
Posted by lplresearch Friday, March 4, 2022 The U.S. economy added 678,000 jobs in February and this strong report exceeded consensus forecast of 423,000. The unemployment rate fell to 3.8 percent from 4 percent in January, edging closer to pre pandemic levels. In February 2020, the unemployment rate was 3.5 percent. The survey period for this report […]
March 4, 2022
Shorter-term Inflation Expectations Rise Dramatically
Posted by lplresearch Tuesday, March 8, 2022 Short and intermediate-term inflation expectations, as measured by 2-year and 5-year breakeven inflation rates, reached their highest levels last week since 2005. Breakeven rates are the difference between inflation-linked bond yields and nominal bond yields of the same maturity; if actual inflation equaled the breakeven rate, an investor would be […]
March 8, 2022
Favorable Fundamental Energy Outlook Short Term, Uncertainty After That
Posted by lplresearch Wednesday, March 9, 2022 The obvious place to start when thinking about investment implications of the war in Ukraine is energy. Russia is the third largest oil producer globally (12% of total) and the second biggest global exporter of crude after Saudi Arabia (about 11%, as shown in the LPL Research Chart of […]
March 9, 2022
Gas Drives Headline Inflation To 40-Year High: Are We Near The Peak Yet?
Posted by lplresearch Thursday, March 10, 2022 The Bureau of Labor Statistics released the February Consumer Price Index (CPI) data this morning, showing headline CPI climbed 0.8% month-over-month while core CPI, which excludes volatile food and energy prices, rose 0.5% month-over-month, both around consensus estimates. The one-year increase in headline CPI, at 7.9%, is the highest […]
March 10, 2022
Are Long-Term Rates Setting Up for a Huge Move?
Posted by lplresearch Friday, March 11, 2022 Consumer inflation hit a 40-year high according to data released yesterday; however despite the increased levels of inflation, interest rates have stayed stubbornly low. In fact, despite rising about 26 basis points (0.26%) since the beginning of March, the yield on the 30-year US Treasury is basically unchanged over […]
March 11, 2022
Do Core Bonds Still Deserve a Spot in a Diversified Asset Allocation?
Posted by lplresearch Tuesday, March 15, 2022 With most equity and fixed income markets down to start the year, a traditional 60/40 portfolio has come under pressure. Moreover, seeing both markets down simultaneously may cause investors to question the validity of a 60/40 portfolio broadly and core bonds specifically. For us, the value proposition for core […]
March 15, 2022