• Facebook
  • X
  • Instagram
  • Account Access
    • LPL Account View
    • TallusView
    • BNY Mellon
    • AssetMark
    • SEI
    • Guided Wealth Portfolios
Tallus Wealth Management
  • HOME
  • ABOUT US
    • ABOUT US
    • OUR TEAM
    • OUR BACK OFFICE
    • LPL FINANCIAL
    • WHAT IS THE CFP®?
  • NEWS & RESOURCES
    • BLOG
    • RESEARCH
    • CURRENT NEWS
    • NEWSLETTER
    • WEEKLY MARKET COMMENTARY
  • CONTACT US
Select Page

Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025

Printer Friendly Version The Jekyll and Hyde Bond Market: A Tug of War Between Economic Data and Deficit Spending  Within fixed income markets, a tug of war has unfolded between two opposing forces, much like the classic tale of Dr. Jekyll and Mr. Hyde. The benevolent...

Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty | Weekly Market Commentary | July 14, 2025

Printer Friendly Version If “tariff” isn’t the word of the year for stock investors so far, then perhaps it’s “uncertainty.” Uncertainty around trade policy dominated the path of the stock market in the first half and will continue to play a large role in the second...

Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | June 30, 2025

Printer Friendly Version With investor focus now squarely back on U.S. equities as new all-time highs are in sight, we dig into why strategic allocations should still consider, despite recent outperformance and multiple expansion, diversification into international...

China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025

Printer Friendly Version Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade negotiations. However, the performance of Chinese equities has...

Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025

Printer Friendly Version Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations —...
« Older Entries
Next Entries »

Recent Posts

  • Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025
  • Earnings Season Delivered | Weekly Market Commentary | August 18, 2025
  • Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025
  • Seven Takeaways From a Dizzying Week For Markets | Weekly Market Commentary | August 4, 2025
  • Economy in Uncharted Waters | Weekly Market Commentary | July 28, 2025

Categories

  • Blog
  • Client Letter
  • Global Portfolio Strategy
  • Newsletter
  • Outlook
  • Personal Finance
  • Research
  • Uncategorized
  • Weekly Market Commentary

Securities Offered Through LPL Financial A Registered Investment Adviser.
Member FINRA / SIPC. Copyright 2024. All Rights Reserved.

LPL Financial Form CRS

The LPL registered representatives with Tallus Wealth Management may only discuss securities or transact business with persons who are residents of AZ, CA, FL, ID, MS, NC, NY, OR, WA .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

CONTACT

16865 Boones Ferry Rd., Ste. 102
Lake Oswego, OR 97035

Phone: (503) 305-7858
Fax: (503) 305-7810

Email: ramin.rouhbakhsh@lpl.com


  • Facebook

  • X

  • Instagram

QUICK LINKS

Home
Our Company
Our Team
LPL Financial
Blog
Research
Weekly Market Commentary
Contact Us
LPL Account View

  • Facebook
  • X
  • Instagram

Designed by Elegant Themes | Powered by WordPress