Month: April 2018

“The economy posted solid first quarter growth of 2.3% in the face of seasonal headwinds.”

We make the case that stock valuations are reasonable when considering interest rates and inflation.

The yield curve has continued to flatten; however, because rates are rising simultaneously, it is a less ominous indicator for the economy relative to if yields were falling.

There are several market myths related to certain market indicators which have the tendency to distract investors from what really matters in assessing market opportunities.

“Based on our analysis, the Beige Book continues to deliver a positive view of the U.S. economy.”

“Updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”

“After a substantive increase in the first months of 2018, real yields have slowly declined, a positive indicator for stock and bond markets, as they suggest lower true cost of debt for domestic companies.”

“The February 2018 market correction caught many investors off guard, but the longer-term trend remains higher.”

“CPI and PPI moved higher in March, but inflation remains manageable.”

“Despite last week’s market weakness, we believe the economy remains on positive footing.”