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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. The move higher in yields (lower in price) has been unrelenting, with intermediate and longer-term...

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. Expecting this pattern to repeat this year is tricky given the overhang of a government...

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...

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. Previous U.S. dollar weakness and strong earnings momentum, which were...

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. In 2009, Russia advanced the BRIC platform to create an informal...
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Recent Posts

  • Five Reasons the Run in Emerging Markets Could Continue | Weekly Market Commentary | February 9, 2026
  • Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs | Weekly Market Commentary | February 2, 2026
  • The Productivity Advantage: Powering Economic Growth in 2026 | Weekly Market Commentary | January 26, 2026
  • Unearthing the Metals Melt-Up | Weekly Market Commentary | January 20, 2026
  • Earnings Preview: Double-Digit Streak Likely to Continue | Weekly Market Commentary | January 12, 2026

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