Skip to Content

Online Banking

the right bank TM

Weekly Articles

Category:
 
Results: 83 Articles found.

Labor Market Report Card

Weather will still be a factor in the March employment data & the markets may give the economy another “free pass” for yet another potentially weak jobs report. In our view, the Fed would have to see a sharp slowdown (less than 50,000 jobs per month) or ramp up (over 300,000 jobs per month) to slow down or speed up tapering before fall 2014.

What Is Priced In?

The stock, bond, and commodities markets appear to have priced in a return to a positive environment for investors consisting of stronger economic and job growth accompanied by a return of some mild inflation.​

What’s the Yellen Surprise?

The Fed’s target for the fed funds rate in the long term is lower than in prior rate hike cycles. The market has already priced in Fed rate hikes beginning in mid-2015. Sustained growth in real gross domestic product (GDP) above 3.0% at any time over the next three years could elicit an earlier start to rate hikes by the Fed and/or more rate hikes once they commence. The Fed’s communication with investors and the public remains muddled, at best.

March Madness in the Markets

As the NCAA basketball tournament gets down to its own sweet sixteen while the rest of March plays out, it is a good time to reflect on the sixteen competing drivers of the markets that may make for an exciting showdown in the weeks and months to come. There will likely be some upsets that result in volatility as these factors face off against each other.

Making a Statement

Markets will soon be asking: When will the Fed raise rates? What measures of inflation, employment, and other economic indicators will the Fed be watching most closely? How fast will rates rise once rate hikes begin? We expect the FOMC to revamp its overly complex statement beginning at this week’s FOMC meeting. We continue to expect the FOMC to taper quantitative easing by $10 billion at each FOMC meeting this year.

 
Results: 83 Articles found.
Securities Offered Through LPL Financial, Member FINRA/SIPC. Insurance products offered thru LPL Financial or its licensed affiliates. 

 Not FDIC Insured
 No Bank Guarantee
 May Lose Value
 Not a Deposit
 Not Insured by any Federal Government Agency

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, KS, KY, MO, NE, NJ.