by lpladvisorsadmin | Nov 15, 2022 | Global Portfolio Strategy, Research
Key changes from October report: Downgrading real estate view from positive to neutral. After ending September with a 24% loss for the year, stocks surged in October as the S&P 500 returned 8.1%. That strong gain trailed the Dow Jones Industrial Average, which...
by lpladvisorsadmin | Nov 8, 2022 | Research, Weekly Market Commentary
Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win the House, and the Senate is roughly a tossup. We believe either outcome would be market-friendly, although the bigger market driver will likely be central banks’...
by lpladvisorsadmin | Nov 3, 2022 | Client Letter, Research
Dear Valued Investor, October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit...
by lpladvisorsadmin | Nov 1, 2022 | Research, Weekly Market Commentary
With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. Here we preview...
by lpladvisorsadmin | Oct 25, 2022 | Research, Weekly Market Commentary
If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. At LPL Research, our starting point is always looking at history. This week’s commentary will remind us of three things we know about historical recessions. 1. Technical...
