The bond market has been baffling recently. While U.S. stocks surged earlier this year, the 10-year Treasury yield quietly crept lower, puzzling market participants as the typical relationship between stocks and bonds (higher stock prices, higher yie

It’s been a difficult year for Wall Street forecasts. The Federal Reserve’s (Fed) pause and global uncertainty have forced many economists and market prognosticators to adjust their 2019 predictions. LPL Research is in that camp, too: We

Investors aren’t quite out of the woods yet with trade tensions. On May 5, President Trump threatened to raise tariffs to 25% (from 10%) on $200 billion in Chinese imports, surprising investors who thought the United States and China were close

Recently, the U.S. economy has shown resilience in powering through political and trade noise. One of the most encouraging reports of late was on productivity (output per hour worked) among nonfarm employees. First quarter productivity rose at the fa

Once again, the Federal Reserve (Fed) and the markets are at odds with each other. The Fed announced it would keep rates unchanged at the conclusion of its most recent policy meeting on May 1, and Fed Chair Jerome Powell delivered comments that mirro

We’ve finally closed the book on what was one of the most perplexing quarters of this expansion. In January and February 2019, economic data took an unexpected turn as trade and political headwinds weighed on global demand. Tensions then subsid

We’ve talked a lot about green shoots in the U.S. economy recently. A slew of recent data has pointed to a rebound in growth from a disappointing first quarter hampered by global headwinds. Last week, we gathered more clues on a potential recov

The U.S. inflation narrative has flipped. In 2018 and 2019, one of investors’ prevailing worries was that inflationary pressures were increasing and the U.S. economy could start overheating under policymakers’ noses.

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A chilly winter is finally behind us, and flowers are starting to bloom. The U.S. economy kicked off the year with a disappointing first quarter as consumers and businesses weathered symptoms of a global slowdown. Thankfully, seasons change, and we&r

Wall Street is watching a litany of telling economic and market signals, but the rest of the world is watching college basketball. Four teams will be left standing after tonight (April 1) in both the NCAA men’s and women’s college basketb