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  • Munis Offer Compelling Relative Value Over Corporate Credit June 1, 2022
    Wednesday, June 1, 2022 The national municipal market has been under the same price pressures as the fixed coupon taxable markets this year as markets have aggressively repriced faster interest rate hikes from the Federal Reserve (Fed). Adding to these … Continue reading →
    Lawrence Gillum, CFA, Fixed Income Strategist
  • Will There Be A June Swoon? Maybe, But Maybe Not May 31, 2022
    Tuesday, May 31, 2022 After a late month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the … Continue reading →
    Ryan Detrick, CMT, Chief Market Strategist
  • Weekly Market Performance – Markets Rally Ahead of Holiday Weekend May 27, 2022
    Friday, May 27, 2022 Index Performance Data is as of 1:30 PM View enlarged chart. U.S. and International Equities U.S. Markets Finish Lower The U.S. major market indexes finished solidly higher this week, reversing seven-straight weekly declines. This week ended … Continue reading →
    David Matzko
  • Savings Rate Falls As Inflation Takes A Bite May 27, 2022
    Friday, May 27, 2022 Savings Rate Falls As Inflation Takes A Bite The latest personal income and spending data from the Bureau of Economic Analysis show that part of the driver of spending growth in April was from savings. Another … Continue reading →
    Jeffrey J. Roach, PhD, Chief Economist
  • One Of The Worst Starts Ever After 100 Days, But There Is Hope May 26, 2022
    Thursday, May 26, 2022 Yesterday was the 100th trading day of the year for 2022 and although stocks managed to gain about 1%, it was still the worst start to a year since 1970 for the S&P 500 Index. In … Continue reading →
    Ryan Detrick, CMT, Chief Market Strategist
  • Difficult Outlook for Consumer Discretionary May 25, 2022
    Wednesday, May 25, 2022 While the S&P 500 Index has not yet fallen into bear market territory (a decline of more than 20% based on closing prices), there are a number of areas of the market that have already endured … Continue reading →
    Jeffrey Buchbinder, CFA, Equity Strategist
  • How Do Bonds Perform During and After Equity Bear Markets? May 24, 2022
    Tuesday, May 24, 2022 The S&P 500 Index briefly touched bear market territory (down 20% from peak) intraday on Friday, May 20.  While much will continue to be said about where equities are headed, what about bonds?  How have bonds … Continue reading →
    Lawrence Gillum, CFA, Fixed Income Strategist
  • What Happens After A Bear Market Starts? Four Things To Know May 23, 2022
    Monday, May 23, 2022 “Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert Einstein The S&P 500 Index was down more than 20% on an intraday basis on Friday, but managed a huge … Continue reading →
    Ryan Detrick, CMT, Chief Market Strategist
  • Weekly Market Performance – S&P 500 Nears Bear Market Territory After Seventh Straight Weekly Decline May 20, 2022
    Friday, May 20, 2022 Index Performance View enlarged chart.   U.S. and International Equities U.S. Markets Finish Lower The U.S. major market indexes finished lower for the seventh straight week, the longest such streak in over ten years as the S&P … Continue reading →
    David Matzko
  • Do Investors Think The Fed’s Hammer Works Like A Screwdriver? May 20, 2022
    Friday, May 20, 2022 “Our tools don’t really work on supply shocks.” The quote above was one of the most important statements Chair Jerome Powell made at the recent press conference after the Federal Open Market Committee (FOMC) decided to … Continue reading →
    Jeffrey J. Roach, PhD, Chief Economist
  • When it Comes to Earnings, Buy American May 19, 2022
    Thursday, May 19, 2022 This is a macro driven market. So even as the S&P 500 Index nears a bear market, until we get better news on the macro front, volatility will likely continue. There is a long list of … Continue reading →
    Jeffrey Buchbinder, CFA, Equity Strategist
  • Six Things To Know About Bear Markets May 18, 2022
    Wednesday, May 18, 2022 It has been a historically bad year so far for stocks, with many names in bear markets. Thus far though, the S&P 500 Index has avoided a bear market (classified as a 20% decline from recent … Continue reading →
    Ryan Detrick, CMT, Chief Market Strategist
  • Are Bonds Acting Like Bonds Again? May 17, 2022
    Tuesday, May 17, 2022 One of the value propositions of owning core bonds is that they tend to act as a diversifier during equity market drawdowns. That is, core bonds have tended to outperform equities during equity market selloffs, which … Continue reading →
    Lawrence Gillum, CFA, Fixed Income Strategist
  • Weekly Market Performance – Markets Finish Lower For Sixth Straight Week May 13, 2022
    Friday, May 13, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Finish Lower Amid another volatile week for the markets, the U.S. major market indexes finished lower for the sixth straight week. This hasn’t happened since 2011.  … Continue reading →
    David Matzko
  • Five Things You Should Know About the Traditional 60/40 Portfolio May 13, 2022
    Friday, May 13, 2022 It’s been a tough year so far for a traditional “60/40” portfolio, a portfolio of 60% stocks and 40% bonds. Using the S&P 500 Index and the Bloomberg U.S. Aggregate Bond Index (“Agg”) to represent stocks … Continue reading →
    Barry Gilbert, PhD, CFA, Asset Allocation Strategist