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Weekly Market Commentary
The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024
The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets declined as investors were befuddled with the large upward revision to 2025 inflation forecasts; despite disappointing inflation projections, the “vibecession” is over as businesses and consumers have become more optimistic.
A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024
To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.
High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication.
Recent Posts
High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024
Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
Election Day Takeaways | Weekly Market Commentary | November 11, 2024
Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024
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