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Election Stock Market Playbook

Election Stock Market Playbook

As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public service announcement around elections and investing. Political views are best expressed at the polls and...

Just When We Recalibrated, Another Shock Arrived

Just When We Recalibrated, Another Shock Arrived

Federal Reserve (Fed) Chair Jerome Powell said last month’s decision to cut the fed funds target rate by a half percentage point was due to a “recalibrating” policy, as the Fed follows its dual mandate regarding inflation and growth. The new buzzword — recalibration —...

Policy Crosscurrents: Potential Market Impacts 

Policy Crosscurrents: Potential Market Impacts 

Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the...

Second Quarter Earnings Recap: Good, Not Great 

Second Quarter Earnings Recap: Good, Not Great 

Second quarter earnings season is in the books, and it was a good one. S&P 500 companies collectively grew earnings at a double-digit pace for the first time in three years. Companies beat estimates at a solid 79% clip. Guidance from company CEOs and CFOs was...

Stock and Bond Market FAQs From the Field 

Stock and Bond Market FAQs From the Field 

Every year as the summer months draw near their end, LPL Financial hosts its annual conference for financial advisors. While the conference is an excellent opportunity for advisors to expand upon professional interests, discover ways to enhance their impact on...

THOUGHTS ON GLOBAL SELLOFF AND THE DOLLAR’S PATH TO DECOMPRESSING

THOUGHTS ON GLOBAL SELLOFF AND THE DOLLAR’S PATH TO DECOMPRESSING

Before the jobs report was released on Friday, we wrote a commentary on the U.S. dollar. In light of the events over the weekend and Monday, we start with some comments on the global stock market selloff.  The broad stock market benchmarks are down about 3% this...

KEY THEMES FOR BONDS IN THE SECOND HALF OF 2024 

KEY THEMES FOR BONDS IN THE SECOND HALF OF 2024 

The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for...

ARTIFICIAL INTELLIGENCE: THE ANTIDOTE TO FED POLICY

ARTIFICIAL INTELLIGENCE: THE ANTIDOTE TO FED POLICY

The market experienced record highs and unprecedented lows in volatility, driven by the buzz surrounding AI and disruptive technologies. But what implications does this have for long-term investors? Dive into our latest Weekly Market Commentary to discover how AI may unlock a more prosperous future for those investing over the long term.

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