Jeffrey Roche of LPL Financial asserts that the primary risk from a strong U.S. dollar is to emerging markets, rather than to the domestic U.S. economy.

Jeffrey Roche of LPL Financial is concerned about embedded inflation pressures from the demand side, noting that U.S. household net worth relative to disposable personal income is at a very high ratio.

Jeffrey Roche of LPL Financial believes that money markets are 'ahead of themselves' in pricing future Federal Reserve rate hikes because current inflationary pressures are largely supply-driven and can reverse quickly.