LPL Publications

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

Will January Hit the Trifecta? – Weekly Market Commentary 1/30/23

The script has been flipped in 2023. Last year’s underperformers have turned into outperformers this year, driving the S&P 500 Index up over 5% this month. The pace and composition of the rally have left many investors skeptical over its sustainability, especially amid a lackluster earnings season thus far. Of course, the market is also forward-looking, with expectations for falling inflation and a less hawkish Federal Reserve (Fed) as we progress into 2023. And although the trajectory of the rally will likely slow, seasonal indicators point to a path higher for U.S. equity markets by yearend.  Read entire [...]

Resilient Consumers Have Not Saved Retail Stocks – Weekly Market Commentary 12/5/22

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. However, consumers were likely tapping into credit and using savings to support spending. In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023.  Read entire commentary here:https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/Weekly_Market_Commentary_1252022.pdf

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