James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. economy to avoid recession, and support above-average valuations.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. The S&P 500 Index tumbled 9.3%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

NOVEMBER 3, 2022

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Asset allocation does not ensure a profit or protect against a loss.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

James Hendries

JULY 6, 2022

trillion more in checkable deposits on March 31, 2022 than at the end of 2019 before the pandemic. Money market assets are also nearly $1 trillion above December 2019 levels. as of March 31, 2022, below the pre-pandemic lows going back to 1980. economy will avoid recession. compared with 6 million unemployed people.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008.

Marketing 52

Marketing Marketing Government Banking 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. They tend to do better early in economic cycles once the economy emerges from recession.

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. At the same time, the resilience of the U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

ClearMoney

JANUARY 4, 2022

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. Value stocks, or those with lower relative prices, began the year strong as the economy reopened and interest rates were rising. As we enter 2022, looking backward can help as investors look to the future. All rights reserved.

Marketing 52

Marketing Marketing Commission Government 52