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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
Surging Breadth Signals More Gains For Stocks
Posted by Jeffrey Buchbinder, CFA, Equity Strategist Thursday, August 18, 2022 Market watchers, particularly market technicians, have had a lot to celebrate lately. The S&P 500 retraced more than half of its bear market decline earlier this year, which has historically confirmed the start of new bull markets. The Dow Jones Industrials Average broke above its […]
August 18, 2022
Top Ten Housing Districts
Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, August 19, 2022 Existing home sales in July fell over 20% from a year ago to an annualized rate of 4.81 million. Outside of the onset of the pandemic, the July sales rate was the lowest since late 2015 when the real estate market was recovering from […]
August 19, 2022
Will Fed Chair Powell Push Back on Markets?
Posted by Lawrence Gillum, CFA, Fixed Income Strategist Tuesday, August 23, 2022 Since 1978, the Federal Reserve Bank of Kansas City has played host to central bankers, policymakers, academics and economists from around the world at its annual economic policy symposium in Jackson Hole, Wyoming. This year’s symposium, “Reassessing Constraints on the Economy,” will take place […]
August 23, 2022
5 Reasons to Consider Buying Energy
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Thursday, August 25, 2022 In general, some of the best investment opportunities come when the following conditions hold: 1) the market is pricing in a pessimistic outlook in the form of lower valuations, 2) earnings estimates are being revised higher and growth is accelerating, and 3) technical analysis […]
August 25, 2022
How to Think about Inflation
Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, August 26, 2022 Real Spending Grew in July Real personal spending rose 0.2% in July, a positive indicator for Q3 economic growth. However, consumers need to see a higher growth rate in personal incomes for the real economy to grow in Q3. Personal income also grew in […]
August 26, 2022