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Weekly Market Commentary
A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024
The dollar’s continued climb higher has been predicated on a host of factors — including the rise in geopolitical risk and the dollar’s safe haven status as inflows have picked up markedly, uncertainty with regard to the Federal Reserve’s (Fed) interest rate move in December, a solid domestic economic landscape with inflation still “sticky,” a weakening euro as expectations suggest the potential for a stronger rate cut, and questions regarding the inflationary implications of the Trump administration’s tariff agenda. With more questions than answers, the dollar’s ascent is expected to continue — or level off — until there’s more definitive information regarding the extent of tariffs, and on the other side of the equation, the effect of retaliatory tariffs. Global capital markets seek clarity, particularly the currency market.
Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy.
Research
Global Portfolio Strategy | April 7, 2022
LPL Research continues to recommend a slight overweight to equities versus bonds as still-solid fundamentals outweigh pressure on valuations.
Client Letter | A Ways to Go | April 7, 2022
LPL Research explains why this market may have a bit more left in the tank.
Market Watch
Recent Posts
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.
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