House of Charts
Policy Uncertainty Climbs Amid U.S.-China Trade Dispute
Recent Steepening Makes the Yield Curve Less Scary
LPL Research’s annual Valentine’s Day Index—separated into four common gift categories—tracks the cost of typical Valentine’s Day gifts over time using Consumer Price Index data.
Sustainable investing has evolved to incorporate a variety of approaches to investment selection that take a more inclusive approach than previous methods.
Sustainable investing has evolved to incorporate a variety of approaches to investment selection that take a more inclusive approach than previous methods…
Both the Height of the Fed Chair and Rates Have Fallen Over Time — Could a Taller Fed Chair Mean Rates Rise?
– President Trump’s choice for Fed chair will no doubt be important, both on its own merits and as a signal of future picks. – The chair role is one of the most influential voices in monetary policy decisions, and by a strange coincidence the height of the Fed chair...
LPL Research’s annual Valentine’s Day Index—separated into four common gift categories—tracks the cost of typical Valentine’s Day gifts over time using Consumer Price Index data…
The British stock market has shown some life recently ahead of the royal wedding. Weakness in the British pound likely helped…
Trade Uncertainty Increases Market Volatility
Economic Expansions and Bull Markets.
Businesses Still Showing Plans for Robust Spending.
U.S. and Emerging Markets Lead Earnings Growth.
Six decades of earnings growth peaks suggests that it took an average of about four years from a profit growth peak before the economy slipped into recession…
Inflation Expectations Dive Amid Healthy Wage Growth
What Do Stocks Do After A Big Start To A Year?
Will Trade Truce Help 2% 10-Year Treasury Yield Hold?
Our Views on Fixed Income
Yield Curve Inversion
Yield Curve False Positives Are Common Later in Cycle
Yield Curve Wakes Up After Brief Inversion
Compounding Interest Is the 8th Wonder of the World
This Is Now The Longest Expansion Ever
G-20 Deal Suspends Additional Threatened Tariffs During Negotiating Period
Twin Deficits: Budget and Trade
Leading Indicators Show Growth Slowing, but Still Positive
Over the Second Quarter of 2018, the LPL Financial Current Conditions Index (CCI) Rose 12 Points to 247
A decline in stock market volatility and improved retail sales were the main contributors to the CCI’s improvement, while wider credit spreads and a small decline in shipping traffic were slight offsets…
Very impressive S&P 500 earnings growth (+24.7% YoY), earnings beat rate (80%), earnings surprise (4% above 06/30/18 expectations), revenue growth (+9.4% YoY), and revenue surprise (1.3%)…