Monthly Market Updates

September 2017 Tactical Market Update

October 18, 2017

L&S Risk Pulse™ Score Medium + Core economic indicators are healthy, but markets indicate potential near-term volatility and/or mild correction. Valuations are trending high. L&S Risk Pulse™ Insights – “Fed Policy Risks Increasing” General Comments Following an unprecedented 7 years… Read More

August 2017 Tactical Market Update

September 12, 2017

L&S Risk Pulse™ Score Medium + Core economic indicators are healthy, but markets indicate potential near-term volatility and/or mild correction. Valuations are trending high. L&S Risk Pulse™ Insights – “Suppose They Gave a War and Nobody Came” General Comments Suppose… Read More

July 2017 Tactical Market Update

August 8, 2017

L&S Risk Pulse™ Score Medium + Core economic indicators are healthy, but markets indicate potential near-term volatility and/or mild correction. Valuations are trending high. L&S Risk Pulse™ Insights – “The Song Remains the Same” General Comments At L&S, we are… Read More

June 2017 Tactical Market Update

July 17, 2017

General Comments The 24-hour news cycle requires a constant stream of headlines, and the more profound the headlines, the greater the potential audience.  That is why the news often leads with “a baby caught in a well” or something similar.… Read More

May 2017 Tactical Market Update

June 13, 2017

General Comments Political risks remain high, as do geopolitical risks, but overall economic risks seem fairly low.  Credit spreads are low and show very little signs of stress or excess. Clients ask us about the longevity of this recovery, and… Read More