WEEKLY ECONOMIC COMMENTARY
Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
With the Federal Reserve (Fed) pointing to higher-for-longer monetary policy last week (before Friday’s softer jobs report), we also explore how stocks perform during prolonged Fed pause periods.
Global Portfolio Strategy | April 05, 2024
UPGRADING SMALL CAPS ON DEVELOPING ROTATION The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment modelsand overall strategic and tactical...
CLIENT LETTER | MAY 01, 2024
After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.”
That Was Quite A Week | Weekly Market Commentary | April 29, 2024
Stocks passed the test, with the S&P 500 up 2.7% for the week, recapturing most of the prior week’s losses despite a mixed GDP report and a double digit decline in shares of social media giant Meta (META) on April 25, after its results. Here we recap the week’s events and check in on sentiment.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.