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Potential Sector Winners and Losers This Earnings Season
Posted by lplresearch Thursday, April 14, 2022 Earnings season unofficially got underway yesterday with results from Blackrock, JPMorgan Chase, and Delta Airlines. The results were mixed, with JPMorgan Chase shares selling off on the results amid a sizable Russia-related writedown, Blackrock shares little changed, and Delta shares up 6% on its results. Delta’s results are encouraging […]
April 14, 2022
Finally Some Income for Your Fixed Income
Posted by lplresearch Tuesday, April 19, 2022 The unrelenting move higher in U.S. Treasury yields continued last week making it the 15th week (out of the past 16 weeks) that the yield on the 10-year U.S. Treasury security ended the week higher. Moreover, 10-year Treasury yields have increased by 130 basis points (1.3%) this year with a […]
April 19, 2022
Three Reasons Inflation Could Be Near A Peak
Posted by ryandetrick Wednesday, April 20, 2022 Inflation continues to soar, dominating conversation and stretching consumer wallets. Last week’s inflation data saw consumer prices up 8.5% year over year, the most since the early 1980s, while producer prices were up 11.2%, the most ever. What can the Federal Reserve (Fed) do? Will it ever stop? Is […]
April 20, 2022
Fed’s Beige Book Highlights Range of Risks Facing the Economy
Posted by George Smith CFA CAIA CIPM Thursday, April 21, 2022 According to LPL Research’s analysis of the Federal Reserve’s (Fed) recently released Beige Book, Main Street sentiment is confronting an expanding number of risks but remains positive overall. Words related to uncertainty reached their highest level since 2019, but within the context of extraordinary low […]
April 21, 2022
Is the Bond Market Signaling a Recession Is Near?
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, April 26, 2022 In this week’s Weekly Market Commentary (found here) we took a closer look at some of the economic data to see if it is signaling a near-term recession. For us, recessionary risks have increased this year but we think the economy could escape a recession in the […]
April 26, 2022
A Closer Look At The Stock Market Sell Off
Posted by Ryan Detrick, CMT, Chief Market Strategist Wednesday, April 27, 2022 The selloff continued on Tuesday, with the S&P 500 Index down 7.8% in the usually bullish month of April. With three days to go, this could go down as the worst April since a 9.0% drop in 1970. The usual suspects of a slowing […]
April 27, 2022
Ignore the Headline: Focus on Business Investment
Posted by Jeffrey J. Roach, PhD, Chief Economist Thursday, April 28, 2022 The U.S. economy shrank at an annualized rate of -1.4% in Q1, partially hindered by the COVID-19 Omicron variant during the first month of the year, but mainly due to a huge trade deficit. Underlying demand from both consumers and businesses was quite resilient, […]
April 28, 2022
6 Charts Focused on the Long Term
Posted by lplresearch Friday, April 29, 2922 With the S&P 500 Index in correction territory (down more than 10% from the previous peak) while the market faces a number of big threats, including inflation, a hawkish Federal Reserve, soaring yields, and war in Eastern Europe, investor anxiety levels are understandably elevated. During volatile markets, it’s difficult […]
April 29, 2022
Stocks Still Attractively Valued vs. Bonds
Posted by David Matzko Tuesday, May 3, 2022 We know stocks have gotten cheaper on traditional valuation metrics as a result of the latest market correction. The most commonly used valuation tool, the price-to-earnings ratio (P/E), has fallen from over 21 to under 18 this year based on the consensus estimate of S&P 500 earnings per […]
May 3, 2022
4 Things You Didn’t Know, But Need To
Posted by David Matzko Wednesday, May 4, 2022 2022 has been one of the worst starts to a year ever for stocks and bonds. The reasons for the rough start, which are widely known, include inflation, a hawkish Federal Reserve (Fed), soaring yields, the conflict in Ukriane, and a slowing economy. So we know all of […]
May 4, 2022