(706) 305-1581 thomas@ajkilpatrick.com
  • Client Login
A.J. Kilpatrick
  • Home
  • About Us
    • Our Team
    • LPL Financial
  • Services
  • News & Resources
    • Blog
    • Research
  • Contact Us
    • Contact Us
    • Driving Directions
Select Page

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 —...

Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025

Printer Friendly Version There have been plenty of catalysts supporting the broader market’s recovery from the correction lows set last month. Oversold conditions fueled by indiscriminate selling left the S&P 500 with washed-out market breadth and a hard reset of...
« Older Entries
Next Entries »

Recent Posts

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

Categories

  • Blog
  • Client Letter
  • Global Portfolio Strategy
  • Outlook
  • Research
  • Weekly Market Commentary

1413 Monte Sano Avenue, Augusta, GA 30904
Phone: (706) 305-1581, Email: thomas@ajkilpatrick.com

 

Securities and Advisory Services Offered Through LPL Financial A Registered Investment Adviser. Member FINRA / SIPC
Copyright 2025. All Rights Reserved.
The LPL registered representatives of A J. Kilpatrick & Company may only discuss securities or transact business with persons who are residents of AK, AL, AZ, CA, FL, GA, IN, KS, MN, MS, NC, NE, NH, NY, OH, OK, PA, SC, TN, TX, UT, VA.
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.

Designed by Elegant Themes | Powered by WordPress