HomeCategoryWeekly Market Commentary Archives - Bailey Wealth Services

We believe accountability and modesty are among the keys to success in this business. In striving
for those qualities, LPL Research has a tradition of starting off a new year with a lessons learned
commentary. We got some things wrong

Economic and corporate data support the initial strong reads on holiday retail sales despite the
macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at
this point in the business cycle. However, consumers were

Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. While the market has welcomed this news, history suggests the path to a

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for
a sustained period for the first time in almost 15 years. However, the debate is heating up as
investors begin to consider whether the

Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win the House, and the Senate is roughly a tossup.

We believe either outcome would be market-friendly, although the bigger market driver will likely be …

With a series of important economic indicators suggesting the economy is declining and
inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the
Fed may soon transition to a less aggressive stance in early 2023.

If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. At
LPL Research, our starting point is always looking at history.

This week’s commentary will remind us of three things we know about historical …

Expectations are very low for this earnings season. The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. The chorus of analysts and strategists calling for big cuts to estimates has gotten

As Federal Reserve (Fed) officials continue to emphasize the Fed’s commitment towards restoring price stability, the dollar marches ever higher.

Markets are currently pricing in another 75-basis point rate hike at the November 2 Fed meeting as calls for the …

On October 16, China will begin its 20th National Congress of the Chinese Communist Party in Beijing. This plenum is especially significant because it is expected that President Xi Jinping will be granted an unprecedented third term, something that he