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Research
Pullbacks Are Common but Painful | Weekly Market Commentary | August 12, 2024
Like a stubbed toe, pullbacks in the market are inevitable, something investors tend to forget during periods of low volatility.
Thoughts on Global Selloff and the Dollar’s Path to Decompressing | Weekly Market Commentary | August 5, 2024
After the sharp August 5 decline, equities are nearing an attractive entry point. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) maintains its tactical neutral stance on equities, while actively monitoring signs of bottoming. LPL Research continues to preach patience before buying this dip. Bottoming is a process.
Key Themes for the Macroeconomic Landscape in the Second Half of 2024 | Weekly Market Commentary | July 29, 2024
Investors had a healthy appetite for risk so far this year as a so-called potential soft landing has been factored in. We have an economy with rising wages, decelerating inflation, and a Federal Reserve (Fed) on the cusp of cutting rates.
Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024
The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets.
Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024
With the release of the LPL Research Midyear Outlook 2024: Still Waiting for the Turn, in this week’s commentary we pull out key themes from the publication and add some context for our views given stocks have continued to rally — with Thursday a glaring exception as stocks sold off, somewhat surprisingly, after a good consumer inflation report.
Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024
LPL Research believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in the near term given all signs point to another solid earnings season and stocks have mostly performed well during the peak weeks of reporting season in recent years.
Artificial Intelligence: The Antidote To Fed Policy? | Weekly Market Commentary | June 24, 2024
Developments in artificial intelligence may be the antidote for an aging population, but it takes time for these advancements to work themselves into the fabric of our nation’s businesses. The impact of new developments can persist in markets, so investors need to carefully discern what could be different this time around.
Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024
Fed meetings have been important drivers of market performance, especially in the Treasury market.
India At The Crossroads | Weekly Market Commentary | June 10, 2024
Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.