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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

James Hendries

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

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Three Factors That Could Change the Course of Inflation | Weekly Market Commentary | July 25, 2022

James Hendries

However, the nagging persistence of some consumer prices or the rising risk of a contracting economy might change the plans for the Fed. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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Where Will Housing Go From Here? | Weekly Market Commentary | August 22, 2022

James Hendries

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Click here to download a PDF of this report. Conclusion.

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Getting Jobs Market Back into Balance | Weekly Market Commentary | September 12, 2022

James Hendries

The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market. The global economy is complex, and a simplification of reality always introduces distortions, so perhaps we should zoom out a bit.

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Federal Reserve Preview: Trick or Treat? | Weekly Market Commentary | October 31, 2022

James Hendries

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

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Three Things to Know About Recessions | Weekly Market Commentary | October 24, 2022

James Hendries

economy enters a recession, the causes and potential outcome will be hotly debated. Diffusion describes an economy that has experienced a contraction in a wide range of sectors, such as trade, business activity, and consumer spending. Click here to download a PDF of this report. If the U.S. Technical Definition.

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Case for Recession Weakens | Weekly Market Commentary | August 8, 2022

James Hendries

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.