by junaidadmin | Sep 14, 2026 | Market Commentary
Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds...
by junaidadmin | Sep 8, 2026 | Market Commentary
Printer Friendly Version August delivered the loudest bond market narrative in years, and almost none of it survived contact with the price action. Total public debt crossed $40 trillion on August 18. The 30-year U.S. Treasury yield reached 5.33% intraweek, a level...
by junaidadmin | Aug 31, 2026 | Market Commentary
Printer Friendly Version LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets. A regime in transition. Value has reasserted itself into the market’s psyche after a long period in...
by junaidadmin | Aug 24, 2026 | Market Commentary
Printer Friendly Version As we wrote earlier this month, earnings have provided a strong foundation for stocks this year. With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to...
by junaidadmin | Aug 17, 2026 | Market Commentary
Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum...
