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Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024

The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS). That low bar and a supportive economic environment points to potential upside. However, stocks may already be pricing in...

Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024

Printer Friendly Version The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS). That low bar and a supportive economic environment points to potential upside. However, stocks may...

Happy Two-Year B-Day Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024

Printer Friendly Version On October 12, 2022, there were very few comments suggesting that a new bull market was in the throes of being born as the S&P 500 opened at 3,590.83 and closed at 3,577.03. After all, inflation was still running hot even though the...

Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024

Printer Friendly Version When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is...

Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024

Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the...
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Recent Posts

  • Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | Weekly Market Commentary | January 5, 2026
  • Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | Weekly Market Commentary | December 22, 2025
  • Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | Weekly Market Commentary | December 15, 2025
  • More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | Weekly Market Commentary | December 1, 2025
  • Corporate America Cleared a High Bar This Earnings Season | Weekly Market Commentary | November 24, 2025

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