Market Signals by LPL Financial

Market Signals by LPL Financial
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Market Signals by LPL Financial

LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.

  1. -5 ДН.

    Putting Tariffs and Rising Interest Rates in Perspective | LPL Market Signals

    In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Fixed Income Strategist, Lawrence Gillum, as they recap last week’s stock market decline, share some perspective on the latest bond market selloff, and highlight some things that may be different with Trump’s trade policy this time around. Stocks fell last week, led down by healthcare and small caps. Markets were held back by rising rates after Federal Reserve Chair Powell indicated the Fed was in no hurry to raise rates, while the prospects for RFK Jr. as President-elect Trump’s Healthcare Secretary rattled vaccine makers. Since the September 16 low, the 10-year Treasury yield is higher by over 0.80%. The bulk of the move higher is due to better economic data that has pushed out the need for aggressive rate cuts from the Fed. The strategists believe markets are better aligned with likely Fed cuts so, the bulk of the move higher in bond yields could be behind us. The strategists then put Trump’s tariffs into perspective by looking back at how much of the so-called “tax” was paid by consumers and how much was absorbed by producers and international manufacturers. Tracking: #659651

    39 мин.

  2. 11 НОЯБ.

    Ask the Economist About the Fed, Trump 2.0, and Tariffs | LPL Market Signals

    In the latest LPL Market Signals podcast, LPL strategists recap last week’s post-election surge in stocks, answer some important economic questions investors are asking after Trump’s election victory, and discuss some market implications of last week’s election. Stocks surged last week, led by small caps, as markets reacted to Trump 2.0 by pricing in lower taxes and less regulation. Next the strategists played “ask the economist”, with questions about the Federal Reserve, potential economic policy differences between Trump 1.0 and 2.0, and tariffs. The strategists then discussed some market implications from the election, including bullish seasonality, small cap enthusiasm, and the upward bias in rates. Tracking: #656769

    39 мин.

  3. 4 НОЯБ.

    Possible Election Implications for Stocks | LPL Market Signals

    In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder is joined by Chief Global Strategist Quincy Krosby to discuss how the election might impact the stock market, highlight several politically sensitive areas to watch as the votes come in, and preview this week’s Federal Reserve meeting. Tracking #653579

    47 мин.

  4. 27 ОКТ.

    What Scares Us About Markets and the Economy | LPL Market Signals

    In the latest LPL Market Signals podcast, LPL strategists explain the Nasdaq’s seven-week win streak, and what scares them about the markets and economy. Tracking: #650484

    43 мин.

  5. 22 ОКТ.

    Why Have Yields Risen Since The Fed Cut Rates? | LPL Market Signals

    In the latest LPL Market Signals podcast, LPL Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum explain why yields and stocks continued higher last week and preview third quarter earnings season. The S&P 500 rose for the sixth straight week last week on solid economic data including better-than-expected gains in retail sales. Small caps and interest rate sensitive sectors outperformed, while precious metals delivered solid gains amid heightened geopolitical risks. Next the strategists preview third quarter earnings season, where the so-called Magnificent Seven will again be a key driver of overall earnings gains. While expectations for earnings growth in the quarter are modest due to tougher comparisons with 2023 and declines in energy sector profits, earnings are poised to accelerate in coming quarters. Still, they expect 2025 estimates to come down some. The strategists then discuss why Treasury yields are higher despite the Fed cutting rates last month. Since the Fed cut rates in September by 0.50%, the 10-year Treasury yield is higher by nearly 0.50% because recent economic data has come in better than expected, reducing the need for the Fed to cut rates aggressively. The strategists wrap up with a preview of the week ahead, including a look at Main Street economies across the U.S. in the Fed’s Beige Book and earnings reports from more than 110 S&P 500 companies. Tracking: #647292

    36 мин.

  6. 15 ОКТ.

    Happy Birthday Bull Market! | LPL Market Signals

    In the latest LPL Market Signals podcast, LPL Chief Equity Strategy Jeffrey Buchbinder and LPL Chief Global Strategist Quincy Krosby recap another positive week for stocks with more new highs, celebrate the bull market’s second birthday, and share early reactions to earnings season. The strategists begin by recapping last week’s gains for the S&P 500 — the fifth straight positive week and 45th record high of 2024. Enthusiasm in artificial intelligence got us there, with technology leading the way. The strategists then put this bull market in historical perspective now that it has celebrated its second birthday. If the economy continues to hold up, the odds that this bull makes it to three are good. Last, the strategists react to the strong bank earnings last week before closing with a quick preview of the week ahead. Tracking: #644404

    43 мин.

  7. 8 ОКТ.

    Top Down Technical Take — Five Key Charts for the Week Ahead | LPL Market Signals

    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

    38 мин.

  8. 1 ОКТ.

    Checking In on Consumers and China | LPL Market Signals

    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

    37 мин.
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LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.

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  • Автор
    Market Signals by LPL Financial
  • Годы выхода
    2018 - 2024
  • Выпуски
    298
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © All rights reserved
  • Сайт подкаста
    Market Signals by LPL Financial

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