posted on Thursday, March 06, 2014
We expect uncertainty over the true trajectory of the economy to keep Treasury yields range
bound over the near term.
The market will be especially interested in the unemployment rate this month because just a 0.1% drop to 6.5% pushes the rate to the Fed's threshold of 6.5%.
After five years, the second most powerful bull market in post-WWII history may be getting a second
The CCI is a weekly measure of the conditions that underpin our outlook for the markets and
economy. It provides real-time insight into the trends that shape our recommended actions to
manage portfolios and has proven to be a useful investment decision-making tool.
posted on Friday, February 28, 2014
The idea of a change in Congress to a more business-friendly environment may be a welcome
thought for many market participants and a behind-the-scenes reason for the rebound.
A burgeoning divergence between Treasury yields and economic data suggests the bond
market is looking forward to spring and a clearer read of the economic data free of weather
Over the past week, the LPL Financial Current Conditions Index (CCI) remained basically
unchanged at 229. The CCI has stabilized in recent weeks despite extreme weather in many parts of
Several key reports on the state of the housing market are due out this week (February 24-28, 2014),
most of which will likely be negatively impacted by the colder and snowier-than-usual weather in
much of the nation over December 2013 and January 2014.
posted on Tuesday, February 25, 2014
What are the reasons for the apparent disconnect between reported inflation and what consumers
and businesses see at gas stations, the mall, the grocery store, and elsewhere?
One of the reasons that charts forecasting an imminent stock market "crash" are able to make their
way around the internet almost every year is that charts can lie.
Equal Housing Lender