"Rates Reach the Finish Line"

  • By: Joseph R. Tranchini, CFA, CFP®
  • May 2023





[See Below for Disclosures & Annotations]


Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

The companies presented here are for illustrative purposes only and are not to be viewed as an investment recommendation.

Tax laws and regulations are complex and subject to change, which can materially impact investment results. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.



  1. Federal Reserve. “Transcript of Chair Powell’s Press Conference”. May 3, 2023
  2. NBC. “Treasury says U.S. will hit the debt limit ‘as early as June 1,’ sooner than expected”. May 1, 2023
  3. J.P. Morgan Chase. “JPMorgan Chase acquires substantial majority of assets and assumes certain liabilities of First Republic Bank” May 1, 2023