by lpladvisorsadmin | Aug 9, 2022 | Global Portfolio Strategy, Research
Key changes from July report: No changes. Stocks rose in July as the S&P 500 Index gained 9%, though the index still remained down 13% for the year as of July 29. Investor sentiment garnered support from better-than-feared earnings results, evidence of peak...
by lpladvisorsadmin | Aug 9, 2022 | Client Letter, Research
Dear Valued Investor, Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington...
by lpladvisorsadmin | Aug 3, 2022 | Research, Weekly Market Commentary
That was quite a week. These days a Federal Reserve (Fed) policy meeting alone gets a lot of headlines and has market participants on the edge of their seats. Add to that the second straight quarter of negative gross domestic product (GDP) growth that exacerbated...
by lpladvisorsadmin | Jul 26, 2022 | Research, Weekly Market Commentary
For the past year, supply-related problems contributed more to inflation than demand-related imbalances, but that may be changing soon. There are at least three factors that could change the course of inflation. First, the improvement in shipping and general supply...
by lpladvisorsadmin | Jul 21, 2022 | Research, Weekly Market Commentary
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020,...
