FINANCIAL BLOG

Weekly Market Commentary: Raising Forecasts…Again

J. J. Wenrich CFP®

Apr 4, 20216 min read

Weekly Market Commentary: Raising Forecasts…Again

he U.S. economy’s recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution...

Why Big GDP Prints Aren’t Always Good For Stocks

J. J. Wenrich CFP®

Mar 25, 20213 min read

Why Big GDP Prints Aren’t Always Good For Stocks

The folks at Goldman Sachs recently announced a 2021 growth target for Gross Domestic Product (GDP) of 8% (Q4/Q4).

The Second Year Of The Bull Market Begins

J. J. Wenrich CFP®

Mar 22, 20216 min read

The Second Year Of The Bull Market Begins

The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time...

Leading Indicators Remain Stubbornly Tepid

J. J. Wenrich CFP®

Mar 18, 20214 min read

Leading Indicators Remain Stubbornly Tepid

In almost every direction we turn, we see optimism mounting over a mid-2021 economic reacceleration. Unfortunately...

Federal Reserve FOMC Preview: Five Questions for Chairperson Powell

J. J. Wenrich CFP®

Mar 16, 20214 min read

Federal Reserve FOMC Preview: Five Questions for Chairperson Powell

This week, the Federal Reserve (Fed) meets for their two-day Federal Open Market Committee (FOMC) meeting...

U.S. Economic Recovery Gets the OECD’s Attention

J. J. Wenrich CFP®

Mar 11, 20213 min read

U.S. Economic Recovery Gets the OECD’s Attention

The economic recovery is gaining steam. In fact, so much so that the (OECD) had to raise their...

Consumer Prices Well Contained, but Bond Investors Still Hurting

J. J. Wenrich CFP®

Mar 10, 20213 min read

Consumer Prices Well Contained, but Bond Investors Still Hurting

Investors have become increasingly concerned with inflation...

J. J. Wenrich CFP®

Mar 5, 20214 min read

Jobs Market Gets Reopening Boost

US payrolls grew at a solid clip month over month in February...

Leading Indicators Signal Potential For Reacceleration

J. J. Wenrich CFP®

Feb 24, 20213 min read

Leading Indicators Signal Potential For Reacceleration

Leading economic indicators are providing early signs that we may be exiting a recent soft patch and the economic recovery could be poised..

J. J. Wenrich CFP®

Feb 8, 20216 min read

Raising GDP And Stock Market Forecasts

The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits...

Weekly Market Performance – Stocks Reverse Course From Last Week’s Selloff

J. J. Wenrich CFP®

Feb 5, 20215 min read

Weekly Market Performance – Stocks Reverse Course From Last Week’s Selloff

The major market indexes ended this week in the green with all averages solidly higher...

J. J. Wenrich CFP®

Feb 1, 20212 min read

As Goes January, So Goes The Year

Stocks got off to a nice start in 2021, until the late January selloff, as everyone got GameStop fever...

J. J. Wenrich CFP®

Feb 1, 20218 min read

Markets Shrug Off Debt Levels

The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus...

Moderate But Solid Economic Growth in Q4

J. J. Wenrich CFP®

Jan 29, 20213 min read

Moderate But Solid Economic Growth in Q4

Economic momentum moderated in the United States in the fourth quarter, with gross domestic product (GDP) expanding at a 4% quarter-over...

Weekly Market Performance – Markets Pull Back This Week

J. J. Wenrich CFP®

Jan 29, 20215 min read

Weekly Market Performance – Markets Pull Back This Week

The major market indexes finished the week lower with all averages down over 2%...

J. J. Wenrich CFP®

Jan 26, 20213 min read

Interest Rate Reversals Revisited

In LPL Research Outlook 2021: Powering Forward, we noted that large interest rate declines historically have been followed by reversals.

Weekly Market Performance – The Week Belongs to Technology and the Emerging Markets

J. J. Wenrich CFP®

Jan 22, 20215 min read

Weekly Market Performance – The Week Belongs to Technology and the Emerging Markets

The major market indexes finished the week higher. The tech-heavy NASDAQ had a solid week returning over 4%. In addition...

Credit Spreads Limit Bond Performance Outlook

J. J. Wenrich CFP®

Jan 19, 20213 min read

Credit Spreads Limit Bond Performance Outlook

Investment-grade credit spreads, the extra yield you get from investment-grade corporate bonds compared to similarly dated US Treasuries...

Weekly Market Performance – Small Caps and Energy Continue To Run

J. J. Wenrich CFP®

Jan 15, 20214 min read

Weekly Market Performance – Small Caps and Energy Continue To Run

The major market indexes finished the week lower. In addition, many international markets followed in lockstep with their US counterparts.

Small Business Optimism Falls to Recovery Low

J. J. Wenrich CFP®

Jan 14, 20213 min read

Small Business Optimism Falls to Recovery Low

Rising COVID-19 cases and concern about the policy environment put a dent in small business optimism in the month of December...