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Market Insight Monthly | August 2019

U.S. economic data was mixed in August, reflecting the complicated macro economic environment in the midst of high trade uncertainty.

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Corporate Earnings Outlook | Weekly Market Commentary | September 9, 2019

We lowered our 2019 earnings growth forecast for the S&P 500 Index on August 19 due to increased risk to economic growth and corporate profits from the ongoing trade conflict between the United States and China. Until we get clarity...

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The Dog Days of Summer | Client Letter | September 4, 2019

Fundamentals of the U.S. economy remain solid even as trade uncertainty weighs on investor sentiment.

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U.S. Treasuries and the Yield Curve | Weekly Market Commentary | September 3, 2019

We recently reduced our year-end forecast range for the 10-year U.S. Treasury yield from 2.5–2.75% to 1.75–2%. This significant reduction reflects what we consider the many somewhat curious aspects of the domestic and global macroeconomic environments. Trade uncertainty, low inflation,...

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LPL’s U.S. Real GDP Forecast Change | Weekly Market Commentary | August 26, 2019

We have lowered our projections for U.S. gross domestic product (GDP), the 10-year U.S. Treasury yield, and operating earnings for the S&P 500 Index in 2019, as we noted in the August 19 Weekly Market Commentary: Tweaking Forecasts, and introduced...

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Portfolio Compass | August 21, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000 despite our lowered economic and earnings growth forecasts amid trade uncertainty.

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Tweaking Our Forecasts | Weekly Market Commentary | August 19, 2019

Recession fears from the yield curve inversion offset the boost from the tariff delay.

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The New (Ab)normal | Weekly Market Commentary | August 12, 2019

Stocks endured significant volatility last week but showed some resilience Wednesday, August 7.

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