Headlines discussed at LNWM’s Monday morning briefing: — US producer prices are trending higher — up 2.8% annualized, but weak labor market is expected to co
Headlines discussed at LNWM’s Monday morning briefing: — The US economy added 379,000 jobs in Feb., the most in four months, as hiring picked up on Covid-19 vaccin
David Baker, Director, Investment Research, explains why we think interests rates and inflation are not going to take off in 2021, although inflationary pressures are building
Our base case remains that equities will be supported by ongoing, tremendous fiscal and monetary stimulus, with cyclical sectors sensitive to economic reopening garnering most
Headlines discussed at LNWM’s Monday morning briefing: — 10-year and 30-year Treasury yields rose sharply in Feb. — to 1.46% and 2.19%, respectively —
Headlines discussed at LNWM’s Monday morning briefing: — US retail sales jumped 5.3% in Jan. (vs. 1.2% expected), driven by $600 payments to most Americans (includ
After a year of climbing stock prices, your portfolio might be a bit too heavy on equities. How do you rebalance at a time when bonds are also pricey? For some answers and ins
Headlines discussed at LNWM’s Monday morning briefing: — US consumer sentiment fell unexpectedly in Feb., mostly for households with up to $75k in income, as Congr
Because of the runup in stock prices over the past decade, you might find yourself with an oversized or “concentrated” position in your company’s publicly trad
