We recently reduced our year-end forecast range for the 10-year U.S. Treasury yield from 2.5–2.75% to 1.75–2%…
U.S. Treasuries and the Yield Curve | Weekly Market Commentary | September 3, 2019
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Weekly Market Commentary
LPL’s U.S. Real GDP Forecast Change | Weekly Market Commentary | August 26, 2019
We have lowered our projections for U.S. gross domestic product (GDP), the 10-year U.S. Treasury yield, and operating earnings for the S&P 500 Index in 2019…
Tweaking Our Forecasts | Weekly Market Commentary | August 19, 2019
Trade fears swung around stocks last week before some tariffs were delayed August 13 to avoid impacting the holiday shopping season…
The New (Ab)normal | Weekly Market Commentary | August 12, 2019
Stocks endured significant volatility last week but showed some resilience Wednesday, August 7, when the S&P 500 Index dropped as much as 2% intraday before rallying back…
Seasonal Slump? | Weekly Market Commentary | August 5, 2019
Despite last week’s losses, 2019 has been a good year for stocks—the S&P 500 is up 17% year to date through August 2 and, excluding any losses Monday, still stands just 3% from its all-time closing high on July 26…
More On Fed Rate Cut Implications | Weekly Market Commentary | July 29, 2019
The Federal Reserve (Fed) is likely to start an easing cycle this week, which has several investment implications…
Riding The Wave…For Now | Weekly Market Commentary | July 22, 2019
We are maintaining our year-end fair value S&P 500 target of 3,000 even though the index is very close to that level…
Q2 Earnings: Muddling Through | Weekly Market Commentary | July 15, 2019
We expect slightly positive earnings growth in the second quarter, with substantial drag from falling technology sector earnings…
Taking Stock At The Halfway Mark | Weekly Market Commentary | July 8, 2019
The main drivers of the strong first half were the Federal Reserve’s (Fed) U-turn on monetary policy and progress on trade…
Stock Fundamentals Still Supportive | Weekly Market Commentary | July 1, 2019
We expect stocks to move higher over the second half of the year. Stocks already have had quite a run in 2019, buoyed by a return to fundamentals…