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Research Publication

Powell’s Policy Pragmatism | Weekly Economic Commentary | August 27, 2018

Recent Fed communication reinforced its view that gradual hikes were the appropriate response to a strong economy, near-target inflation, and balanced risks.
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Research Publication

Another Impressive Show from Corporate America | Weekly Market Commentary | August 27, 2018

Second quarter earnings season was quite impressive, with S&P 500 Index earnings growing 25% year over year.
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Research Publication

Turkey’s Crisis and Economic Growth | Weekly Economic Commentary | August 20, 2018

It has been a complicated year for emerging markets (EM).
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Research Publication

Is Turkey a Reason to Sell EM? | Weekly Market Commentary | August 20, 2018

We think emerging markets (EM) contagion fears resulting from the crisis in Turkey may be overdone.
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Research Publication

Portfolio Compass | August 15, 2018

Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
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Research Publication

Longest Bull Market Ever | Weekly Market Commentary | August 13, 2018

The bull market continues to defy the skeptics and is now nearing a major milestone.
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Research Publication

Does ‘Headline’ Inflation Tell the Whole Story | Weekly Economic Commentary | August 13, 2018

As the U.S. economic recovery moves into its later stages, inflation has emerged at a surprisingly slow and inconsistent rate.
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Research Publication

Market Insight Monthly | July 2018

Economic reports released in July 2018, largely reflecting economic activity in June, provided evidence of accelerating U.S. economic growth over the second quarter.
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Research Publication

The Fed’s Policy Conundrum | Bond Market Perspectives | August 7, 2018

The Fed announced last Wednesday that it would keep interest rates unchanged, a decision that markets largely expected.
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Research Publication

July Employment Report: Healthy Job Gains Despite Missing Expectations | Weekly Economic Commentary | August 6, 2018

The Labor Department’s July jobs report, released on Friday, August 3, confirmed that the labor market remains healthy.