Recent News
Weekly Market Commentary
Refinancing ZIRP | Weekly Market Commentary | February 24, 2025
The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending.
Global Portfolio Strategy
Global Portfolio Strategy | October 5, 2022
The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.
Global Portfolio Strategy | September 7, 2022
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.
Client Letter
Client Letter | Could the Worst be Behind Us? | October 5, 2022
First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian.
Client Letter | Better Times Ahead | September 28, 2022
LPL Research discusses elevated uncertainty in financial markets due to high inflation and rising interest rates.
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