Printer Friendly Version Market adjustments and yields: Fixed income markets have absorbed significant geopolitical and economic developments in recent months, particularly since the escalation of the Iran conflict. Treasury yields have risen sharply, reflecting a...
Printer Friendly Version Add Context, and Stock Market Valuations are Fair We agree with the consensus view that stock valuations are elevated by traditional measures. But valuations should be considered in the context of the economic regime and earnings environment....
Printer Friendly Version Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given...
Energy Shock Expected to Hit Prices Harder Than the Economy Printer Friendly Version Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even...
PRINTER FRIENDLY VERSION A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand. The Post-Powell...
