The Fed’s signals on future policy in this week’s meeting will be especially telling.
Month: January 2019
We expect the Fed to pause interest rate hikes this week.
Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications.
The Beige Book Barometer dropped to a nine-month low.
Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
S&P 500 earnings growth will slow in the fourth quarter but is still expected to be strong.
We believe this government shutdown will have limited long-term ramifications for economic growth.
Stocks slide most since 2011, even amid solid economic data.
Economic trends generally improved in December, even amid some of the most significant financial market volatility of the bull market.
Our January Client Letter discusses the emotional toll of a challenging market environment, while reinforcing our confidence in the fundamentals supporting the economy and markets.