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High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024

Printer Friendly Version LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication....

A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024

Printer Friendly Version The dollar’s continued climb higher has been predicated on a host of factors — including the rise in geopolitical risk and the dollar’s safe haven status as inflows have picked up markedly, uncertainty with regard to the Federal Reserve’s...

Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024

Printer Friendly Version Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy. It’s a Whole New World One...

Election Day Takeaways | Weekly Market Commentary | November 11, 2024

Printer Friendly Version The clouds of uncertainty parted last week as former President Donald Trump decisively won the U.S. election, making him the second U.S. president to win non-consecutive terms (Grover Cleveland was the first to do it back in 1892). Investors...

Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024

Printer Friendly Version As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best...
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Recent Posts

  • Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025
  • Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025
  • Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty | Weekly Market Commentary | July 14, 2025
  • Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | June 30, 2025
  • China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025

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