This client letter addresses the recent market volatility. Although it can be difficult to experience these declines and volatility may continue in the near term, the underlying fundamentals of the economy and markets are positive and we see potential for a year-end rally.
Source: WEEKLY COMMENTARY
Overall, economic reports released in September—mostly reflecting economic activity in August—indicated solid U.S. economic growth without significant inflationary pressures, though wage gains bear monitoring.
Source: WEEKLY COMMENTARY
We expect global growth to slow in 2019 but remain strong enough to continue to support the broad global economy and markets.
Source: WEEKLY COMMENTARY
U.S. economic and earnings growth continue to stand out globally and support our positive view of U.S. equities.
Source: WEEKLY COMMENTARY
In this latest client letter, we look back on the strong growth and stock gains from the third quarter, and discuss key factors to watch as we kick off the last three months of the year.
Source: WEEKLY COMMENTARY
We’ve just wrapped up the best quarter for the S&P 500 Index since the fourth quarter of 2013, despite a variety of challenges.
Source: WEEKLY COMMENTARY
While the Fed raised its policy rate last week, the more important meeting outcome was the Fed’s guidance on future policy.
Source: WEEKLY COMMENTARY
When the Dow hits a fresh record high after a long drought, as it did last week, it tends to be followed by above-average performance.
Source: WEEKLY COMMENTARY
The Federal Reserve’s monetary policy meeting will be a focal point for markets this week.
Source: WEEKLY COMMENTARY
Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
Source: WEEKLY COMMENTARY
