LPL Publications

LPL Publications2019-03-25T10:56:35-05:00

Taking Advantage of Higher Yields – Weekly Market Commentary 9/26/22

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Now that interest rates have moved substantially higher, we believe opportunities in fixed income have improved and are looking to add back to certain areas within fixed income that may benefit.  Read entire commentary here:https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/Weekly_Market_Commentary_9262022.pdf

How Much Higher Can Rates Go? – Weekly Market Commentary 9/19/22

Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years. U.S. Treasury yields continue to move higher as well. We think we’ve seen the biggest moves higher in yields, but as long as inflationary pressures continue to surprise to the upside, interest rate volatility will likely remain. We still think the 10-year Treasury yield can end the year between 2.75%-3.25%, but we acknowledge there are risks.  Read entire commentary here: https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/Weekly_Market_Commentary_9192022.pdf

Getting Jobs Market Back into Balance – Weekly Market Commentary 9/12/22

Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain. Powell is likely making these warnings based on the arcane, clunky relationship between inflation and unemployment. The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market.  Read entire commentary here: https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/Weekly_Market_Commentary_9122022.pdf

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