Printer Friendly Version LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Historical cyclicality in question. Profit margins have historically been cyclical, but the...
Era: A period of time characterized by particular circumstances, events, or personages.* I went to college at a major state school where the Midwest meets the South, a school I truly love for so many reasons. Many (not all) college alums from that area will tell you a...
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...
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...
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...
