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LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
Market Signals by LPL Financial
Market Signals by LPL Financial
8 OCT 2024 · LPL strategists review another up week for stocks, a record S&P 500 high, September’s jobs report, and key charts for the week ahead. Tracking: # 641401
1 OCT 2024 · In the latest Market Signals podcast, LPL Financial’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey J. Roach, recap another positive week for stocks including more S&P 500 record highs, discuss whether the impact of China’s stimulus moves might be lasting, explain why consumers are in good shape, and preview this week’s jobs report. The S&P 500 has set 42 record highs now after the stock market’s latest rally continued. The strategists highlighted strength in China-sensitive risk assets, including the materials sector and industrial metals, and outperformance of cyclical over defensive sectors. The strategists then discuss the flurry of stimulus announcements in China and the prospects for lasting impact on the growth outlook for the Chinese economy and its markets. After, the strategists walk through several data points to make the case that consumers remain in good shape and have a larger savings buffer than previously believed. Next, the strategists discuss some drivers of rising gold prices and assess prospects for the precious metal going forward. Lastly, the strategists preview the week ahead which includes the important and always much-anticipated monthly jobs report. Job gains below 100 thousand or above 200 thousand would likely be market moving. There are upside risks to the unemployment rate per reports from the Conference Board. LPL Research expects a quarter-point rate cut at each of the next two Fed meetings in November and December. Tracking: #637988
17 SEP 2024 · In the latest LPL Market Signals podcast, LPL Financial’s Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum recap the best week of the year for the S&P 500, share some reasons to like municipal bonds, and preview this week’s Federal Reserve meeting. Stocks surged last week thanks in large part to Wednesday’s turnaround sparked by artificial intelligence darling NVIDIA (NVDA) and increasing optimism surrounding Fed rate cuts. Next, the strategists discussed how the election outcome could impact municipal bonds. With the Tax Cuts and Jobs Act set to expire in 2025, unless there is legislative action, tax rates could be headed higher, which means municipal bonds may appear more attractive compared with taxable alternatives. Last, the strategists discussed the week ahead when all eyes will of course be on the Federal Reserve and the near-certain first interest rate cut in four years. According to news reports, the Fed is split between a 0.25% cut and 0.50% cut on Wednesday, but the path of rate cuts into 2025 may be more important. Tracking: 630717
9 SEP 2024 · In the latest LPL Market Signals podcast, LPL Financial’s Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist, recap last week’s stock slide, discuss what last Friday’s jobs report means for the Federal Reserve and the economy going forward, and check in on the charts to assess potential additional downside. Tracking#627035
3 SEP 2024 · In the latest LPL Market Signals podcast, LPL Financials’ Chief Equity Strategist, Jeff Buchbinder, and Chief Fixed Income Strategist, Lawrence Gillum discuss the S&P 500 Index’s value-led rally to near record highs, some implications of the U.S. debt problem, and September seasonality. Tracking #622972
27 AUG 2024 · In the latest LPL Market Signals podcast, LPL strategists discuss the S&P 500 Index’s rebound back to near record highs and highlight several key takeaways from the Federal Reserve’s meeting last week in Jackson Hole, WY. Stocks enjoyed a solid week last week as markets celebrated the Federal Reserve’s clear message that the time had come to begin cutting interest rates. The Fed will remain data dependent, but 3 rate cuts seems likely by year end. Small caps enjoyed especially strong gains, benefiting from interest rate sensitivity. With regard to small caps, the strategists suggest that the excitement around the asset class may be overdone given the mixed historical performance relative to large caps around the start of Fed rate cutting cycles. Next, the strategists discuss what Fed policy means for the U.S. dollar and potential market implications of dollar weakness and highlight some encouraging messages from retailers during earnings season. Last, the strategists preview the week’s busy economic calendar that includes the important core PCE deflator, the Fed’s preferred inflation measure. Tracking # 620235
20 AUG 2024 · In the latest LPL Market Signals podcast, LPL Financials’ Chief Technical Strategist Adam Turnquist and Chief Economist Jeffrey Roach discuss the key catalysts behind last week’s rally, how the S&P 500 has weathered second-quarter earnings, highlight several key charts to watch this week, and preview an important week ahead on the economic calendar. Tracking #617516
6 AUG 2024 · In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum share their thoughts on the global market selloff, identify several factors they are watching to monitor the market’s progress toward putting in a durable low, and share some important messages from the bond market. Tracking #611587
30 JUL 2024 · In the latest LPL Market Signals podcast, LPL’s Chief Equity Strategist Jeffrey Buchbinder, and Chief Global Strategist Dr. Quincy Krosby, discuss the rally in small caps, preview this week’s central bank meetings, and provide some key takeaways from earnings season. Tracking #608642
22 JUL 2024 · In the latest LPL Market Signals podcast, Chief Equity Strategist, Jeffrey Buchbinder, and Chief Economist, Dr. Jeffrey Roach, discuss the significant rotation from technology to small caps recently, assess the potential effects of a Trump-Harris matchup on the “Trump trade”, analyze the election through an economic lens, and preview some important economic data due out this week. Tracking #605658
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
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| Author | LPL Financial |
| Organization | LPL Financial |
| Categories | Business |
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