Our summer newsletter is here! In this issue:
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Read More Recent Insights
U.S. payroll growth was solid in April, defying market expectations, while the unemployment rate held steady at 4.3%. Historically lean jobless claims reaffirmed a muted environment for layoffs, while the ISM Services Index signaled continued expansion in the services side of the economy. Volatility in oil prices continued this week
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 Transition: As Jerome Powell’s tenure as Federal Reserve (Fed) chair draws to a close, markets are beginning to look beyond the familiar playbook that has guided monetary
April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.