LPL Research

Is Turkey a Reason to Sell EM? | Weekly Market Commentary | August 20, 2018

We think emerging markets (EM) contagion fears resulting from the crisis in Turkey may be overdone.

Portfolio Compass | August 15, 2018

Positions maintained (no changes); updates on LPL Research's views on equity, equity sectors, fixed income, and alternative asset classes.

Does ‘Headline’ Inflation Tell the Whole Story | Weekly Economic Commentary | August 13, 2018

As the U.S. economic recovery moves into its later stages, inflation has emerged at a surprisingly slow and inconsistent rate.

Market Insight Monthly | July 2018

Economic reports released in July 2018, largely reflecting economic activity in June, provided evidence of accelerating U.S. economic growth over the second quarter.

The Fed’s Policy Conundrum | Bond Market Perspectives | August 7, 2018

The Fed announced last Wednesday that it would keep interest rates unchanged, a decision that markets largely expected.

July Employment Report: Healthy Job Gains Despite Missing Expectations | Weekly Economic Commentary | August 6, 2018

The Labor Department’s July jobs report, released on Friday, August 3, confirmed that the labor market remains healthy.

Focus FAQs | Weekly Market Commentary | August 6, 2018

We share the most frequently asked questions from Focus 2018, on topics such as trade tensions, emerging markets, growth versus value, and the yield curve.

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