J. J. Wenrich CFP®Mar 29, 20216 minAre We on the Brink of an Inflation Crisis?There is a growing debate over whether an expanding economy, in conjunction with fiscal and monetary stimulus, may cause inflation...
J. J. Wenrich CFP®Mar 26, 20213 minWeekly Market Performance – Stocks Mixed While Treasuries RecoverMajor United States markets were mixed this week. U.S. small caps (Russell 2000 Index) have been the worst performing index for two...
J. J. Wenrich CFP®Mar 26, 20213 minWhy Big GDP Prints Aren’t Always Good For StocksThe folks at Goldman Sachs recently announced a 2021 growth target for Gross Domestic Product (GDP) of 8% (Q4/Q4).
J. J. Wenrich CFP®Mar 16, 20214 minFederal Reserve FOMC Preview: Five Questions for Chairperson PowellThis week, the Federal Reserve (Fed) meets for their two-day Federal Open Market Committee (FOMC) meeting...
J. J. Wenrich CFP®Mar 13, 20212 minSigns of Life in Europe?Few equity sectors on earth have been as poor as European financials since the Global Financial Crisis.
J. J. Wenrich CFP®Mar 12, 20214 minWeekly Market Performance – Lots of Green with St. Patrick’s Day on the HorizonAll major United States and international markets were positive this week. US small caps, as denoted by the Russell 2000 Index...
J. J. Wenrich CFP®Feb 12, 20215 minWeekly Market Performance – The Week Belonged to Energy and Emerging MarketsThe major market indexes ended a second consecutive week in the green with all averages solidly higher.
J. J. Wenrich CFP®Feb 6, 20215 minWeekly Market Performance – Stocks Reverse Course From Last Week’s SelloffThe major market indexes ended this week in the green with all averages solidly higher...
J. J. Wenrich CFP®Feb 2, 20212 minAs Goes January, So Goes The YearStocks got off to a nice start in 2021, until the late January selloff, as everyone got GameStop fever...
J. J. Wenrich CFP®Feb 1, 20218 minMarkets Shrug Off Debt LevelsThe level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus...
J. J. Wenrich CFP®Jan 29, 20213 minModerate But Solid Economic Growth in Q4Economic momentum moderated in the United States in the fourth quarter, with gross domestic product (GDP) expanding at a 4% quarter-over...
J. J. Wenrich CFP®Jan 29, 20215 minWeekly Market Performance – Markets Pull Back This WeekThe major market indexes finished the week lower with all averages down over 2%...
J. J. Wenrich CFP®Jan 26, 20213 minInterest Rate Reversals RevisitedIn LPL Research Outlook 2021: Powering Forward, we noted that large interest rate declines historically have been followed by reversals.
J. J. Wenrich CFP®Jan 22, 20215 minWeekly Market Performance – The Week Belongs to Technology and the Emerging MarketsThe major market indexes finished the week higher. The tech-heavy NASDAQ had a solid week returning over 4%. In addition...
J. J. Wenrich CFP®Jan 20, 20213 minCredit Spreads Limit Bond Performance OutlookInvestment-grade credit spreads, the extra yield you get from investment-grade corporate bonds compared to similarly dated US Treasuries...
J. J. Wenrich CFP®Jan 15, 20214 minWeekly Market Performance – Small Caps and Energy Continue To RunThe major market indexes finished the week lower. In addition, many international markets followed in lockstep with their US counterparts.
J. J. Wenrich CFP®Jan 14, 20213 minSmall Business Optimism Falls to Recovery LowRising COVID-19 cases and concern about the policy environment put a dent in small business optimism in the month of December...
J. J. Wenrich CFP®Jan 12, 20213 minTreasuries Hit Key LevelsTreasury yields hit two key levels the first week of 2021. As shown in the LPL Chart of the Day, the 10-year Treasury yield moved above 1%..
J. J. Wenrich CFP®Jan 8, 20215 minWeekly Market Performance – Markets Take Senate Surprise in StrideThis week, we gained clarity on the makeup of Congress with the Georgia US Senate runoff...
J. J. Wenrich CFP®Jan 8, 20213 minUS Jobs Growth Turns NegativeThe differences in strength between the stock market and real economy were laid bare this week as the stock market surged to new highs...