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Strong First 100 Days a Positive Sign for the Rest of 2023
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Friday, May 26, 2023 Yesterday was the 100th trading day of 2023, and a productive 100 days for stocks it was. Through that 100th trading day on May 25, about 40% of the way through the year, the S&P 500 Index has gained a solid 8.1% (excluding dividends). That milestone […]
May 26, 2023
Time for a June Swoon?
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Tuesday, May 31, 2023 Key Takeaways: There is no shortage of headlines referencing the “sell in May and go away” seasonal pattern for stocks, but perhaps investors should focus more on a potential June swoon. As debt ceiling negotiations progress in Washington before next week’s revised June […]
May 31, 2023
Will A Blowout Jobs Report Change the Fed’s Mind?
Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, June 2, 2023 Highlights: Bottom Line: The Federal Reserve (Fed) will still likely pause later this month, despite today’s payroll report, because policy makers are focused on the lagged effects of the previous rate hikes. View enlarged chart Who Do You Believe? Job gains in May were […]
June 2, 2023
Glut of Treasury Issuance Coming. What Could Investors Expect?
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Tuesday, June 6, 2023 It seems like Treasury investors can’t catch a break. Last week, investors were concerned about a U.S. default (not a real risk, in our view) and this week, there is a lot of focus on the glut of Treasury issuance coming to market […]
June 6, 2023
Stock Market Implications if Recession Arrives in 2023
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Wednesday, June 7, 2023 We had hoped to write a blog about the “official” start of a new bull market today, but no such luck. The S&P 500 Index closed at 4,283 on Tuesday (and is trading around that level at noon ET Wednesday), falling just 0.25% short […]
June 7, 2023
When to Get Back in if We Have a Recession: The NBER Signal
Posted by Barry Gilbert, PhD, CFA, Asset Allocation Strategist Thursday, June 8, 2023 Key Takeaways: Let me say right off that LPL Research doesn’t believe we’re currently in a recession, although we do believe the start of a recession seems likely over the second half of the year. But if we were to have a recession, […]
June 8, 2023
The Bulls are Back in Town
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, June 9, 2023 Key Takeaways: The bulls are back in town, at least according to the technical qualifier of a 20% advance off a bear market low. There is additional supporting evidence for the S&P 500’s bull market designation, including, but not limited to, the market’s […]
June 9, 2023
Headline Inflation at Lowest Level Since April 2021
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Tuesday, June 13, 2023 The latest Consumer Price Index (CPI) print came towards the lower end of expectations with the overall headline inflation falling to the lowest level since April 2021. The encouraging trend in consumer prices will provide the Federal Reserve (Fed) some leeway to keep […]
June 13, 2023
How Long Might This Bear Market Recovery Take?
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Wednesday, June 14, 2023 Now that the S&P 500 Index has entered a new bull market (by gaining 20% or more since the October 2022 lows), it’s logical to ask the question of when the index might achieve a new all-time high. At 4,369 on the S&P 500 […]
June 14, 2023