Southern Ethos Wealth Management

05/28/2026

This week’s Weekly Market Commentary discusses the shifting leadership within commodity markets and highlights agriculture as an emerging area of opportunity after years of volatility across sectors. It explores how supply constraints, geopolitics, and historical cycles are shaping the outlook for...

05/26/2026

AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

05/15/2026

This week’s Weekly Market Commentary discusses how a potential transition from Jerome Powell to a Kevin Warsh–led Federal Reserve could mark a meaningful shift toward a smaller Fed footprint, less forward guidance, and greater reliance on market-driven price discovery. LPL Research explores what...

05/13/2026

LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.

05/08/2026

Despite geopolitical tensions and high oil prices, the investment outlook remains constructive as AI‑driven spending, strong corporate earnings, and resilient labor markets support modest economic growth. While market volatility is likely, particularly from energy and Middle East developments, fun...

05/07/2026

LPL Research discusses behind-the-scenes dynamics of gold’s price action since the onset of the U.S.-Iran conflict and global energy disruption.

04/21/2026

This week’s Weekly Market Commentary discusses how U.S.-only fixed income portfolios are increasingly concentrated and that selectively adding global bonds—particularly emerging market debt and currency-hedged non‑U.S. developed bonds—can potentially enhance income, diversification, and resi...

04/20/2026

04/16/2026

With the help of a special guest, the LPL Strategists talked about what the impact the Iran Conflict is having on economic growth and inflation expectations with risks to the downside and upside, respectively.