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.
Weekly Market Commentary
A Feisty Bull-Bear Debate: Weighing the Pros and Cons | Weekly Market Commentary | January 23, 2023
The latest episode of the debate between stock market bulls and bears has gotten more interesting. For every valid point from one side, there’s an equally compelling argument on the other side.
Pessimism May Be Overdone | Weekly Market Commentary | January 17, 2023
Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into a year-over-year decline in S&P 500 Index earnings for the quarter.
Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023
Here are some of our lessons learned from 2022. As you might imagine, inflation and the Federal Reserve are common themes throughout.
Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022
LPL Research shares insights on publicly traded retailers and analyze their underperformance year to date.
Playbook for a Fed Pivot | Weekly Market Commentary | November 21, 2022
LPL Research explores historical equity and fixed income market performance surrounding a Fed pivot.
Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022
LPL Research looks at what’s driving value’s 2022 outperformance, the technical trading setup for growth and value, and more.
How Midterm Elections May Move Markets | Weekly Market Commentary | November 7, 2022
With midterms elections coming up, LPL Research looks at why the stock market may respond favorably to the midterm election.
Federal Reserve Preview: Trick or Treat? | Weekly Market Commentary | October 31, 2022
LPL Research previews this week’s Fed meeting and discusses whether investors are in for a trick or a treat.
Three Things to Know About Recessions | Weekly Market Commentary | October 24, 2022
With more people talking about the possibility of a recession, LPL Research discusses three things we know about historical recessions.