Corporate Earnings Outlook | Weekly Market Commentary | September 9, 2019

We lowered our 2019 earnings growth forecast for the S&P 500 Index on August 19 due to increased risk to…..

The Dog Days of Summer | Client Letter | September 4, 2019

Fundamentals of the U.S. economy remain solid even as trade uncertainty weighs on investor sentiment...

U.S. Treasuries and the Yield Curve | Weekly Market Commentary | September 3, 2019

We recently reduced our year-end forecast range for the 10-year U.S. Treasury yield from 2.5–2.75% to 1.75–2%. This significant reduction…..

Trade, Tweets, and Grand Tetons | Weekly Market Performance | August 23, 2019

Equities investors endured another volatile week, book-ended by positive trade vibes Monday, August 19, only to be thrust into negative…..

LPL’s U.S. Real GDP Forecast Change | Weekly Market Commentary | August 26, 2019

We have lowered our projections for U.S. gross domestic product (GDP), the 10-year U.S. Treasury yield, and operating earnings for…..

Portfolio Compass | August 21, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000 despite our lowered economic and earnings growth…..

Tweaking Our Forecasts | Weekly Market Commentary | August 19, 2019

Recession fears from the yield curve inversion offset the boost from the tariff delay...

The New (Ab)normal | Weekly Market Commentary | August 12, 2019

Stocks endured significant volatility last week but showed some resilience Wednesday, August 7...

Currency Fears Emerge | Weekly Market Performance | August 9, 2019

The equity markets struggled in the week ending Thursday, August 8, weighed down by currency-related trade uncertainty after China retaliated…..

Market Insight Monthly | July 2019

Gross domestic product (GDP) increased 2.1% in the second quarter, bolstered by consumer spending’s 2.9% contribution to growth...