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J. J. Wenrich CFP®
Apr 5, 20216 min read
Weekly Market Commentary: Raising Forecasts…Again
he U.S. economy’s recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution...

J. J. Wenrich CFP®
Mar 29, 20216 min read
Are 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 min read
Why Big GDP Prints Aren’t Always Good For Stocks
The folks at Goldman Sachs recently announced a 2021 growth target for Gross Domestic Product (GDP) of 8% (Q4/Q4).

J. J. Wenrich CFP®
Mar 19, 20214 min read
Leading Indicators Remain Stubbornly Tepid
In almost every direction we turn, we see optimism mounting over a mid-2021 economic reacceleration. Unfortunately...

J. J. Wenrich CFP®
Mar 16, 20214 min read
Federal Reserve FOMC Preview: Five Questions for Chairperson Powell
This week, the Federal Reserve (Fed) meets for their two-day Federal Open Market Committee (FOMC) meeting...

J. J. Wenrich CFP®
Mar 11, 20213 min read
U.S. Economic Recovery Gets the OECD’s Attention
The economic recovery is gaining steam. In fact, so much so that the (OECD) had to raise their...

J. J. Wenrich CFP®
Mar 10, 20213 min read
Consumer Prices Well Contained, but Bond Investors Still Hurting
Investors have become increasingly concerned with inflation...

J. J. Wenrich CFP®
Mar 5, 20214 min read
Jobs Market Gets Reopening Boost
US payrolls grew at a solid clip month over month in February...

J. J. Wenrich CFP®
Feb 24, 20213 min read
Leading Indicators Signal Potential For Reacceleration
Leading economic indicators are providing early signs that we may be exiting a recent soft patch and the economic recovery could be poised..

J. J. Wenrich CFP®
Feb 8, 20216 min read
Raising GDP And Stock Market Forecasts
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits...

J. J. Wenrich CFP®
Feb 5, 20215 min read
Weekly Market Performance – Stocks Reverse Course From Last Week’s Selloff
The major market indexes ended this week in the green with all averages solidly higher...

J. J. Wenrich CFP®
Feb 1, 20212 min read
As Goes January, So Goes The Year
Stocks 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 min read
Markets Shrug Off Debt Levels
The 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 min read
Moderate But Solid Economic Growth in Q4
Economic 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 min read
Weekly Market Performance – Markets Pull Back This Week
The major market indexes finished the week lower with all averages down over 2%...

J. J. Wenrich CFP®
Jan 26, 20213 min read
Interest Rate Reversals Revisited
In 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 min read
Weekly Market Performance – The Week Belongs to Technology and the Emerging Markets
The 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 19, 20213 min read
Credit Spreads Limit Bond Performance Outlook
Investment-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 min read
Weekly Market Performance – Small Caps and Energy Continue To Run
The 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 min read
Small Business Optimism Falls to Recovery Low
Rising COVID-19 cases and concern about the policy environment put a dent in small business optimism in the month of December...
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