LPL Financial Research
Higher For Longer – Updating Our Treasury Forecast | Weekly Market Commentary | October 9, 2023
U.S. Treasury yields have seemingly been moving in one direction lately (higher), with the 30-year Treasury yield temporarily breaching 5% for the first time since 2007.
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter.
Is India The New China? | Weekly Market Commentary | September 25, 2023
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.
Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive view of the attractively valued developed international equities asset class.
The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined.