LPL Research
New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023
Bull markets are not linear. However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective.
Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023
As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained. Clearly, their expectations were not met as the economy soon fell into recession. That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change.
FOMC Preview: Skip, Pause, or Hike? | Weekly Market Commentary | June 12, 2023
The Federal Reserve (Fed) meets this week where it is largely expected to not raise short term interest rates for the first time in 15 months. However, Fed messaging has been all over the place in recent weeks.
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Three Factors That Could Change the Course of Inflation | Weekly Market Commentary | July 25, 2022
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