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Weekly Market Commentary

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.

Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.
Global Portfolio Strategy

Global Portfolio Strategy | August 3, 2022
The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.

Global Portfolio Strategy | July 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
Client Letter

Client Letter | The Best and Worst of Times | September 7, 2022
When it comes to stock market performance, August was “the best of times, and the worst of times.

Client Letter | Big Week for Market Watchers | August 3, 2022
LPL Research discusses why last week was epic for market-watchers, as wells as what could be in store for August.
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