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What Do Munis, Fed Rate Hikes, and the 80s Have in Common? | LPL Street View

Lawrence Gillum, fixed income strategist at LPL Financial, discusses why munis are the place to be in order to weather the economic storm.

That Was Quite A Week | Weekly Market Commentary | April 29, 2024

Stocks passed the test, with the S&P 500 up 2.7% for the week, recapturing most of the prior week’s losses despite a mixed GDP report and a double digit decline in shares of social media giant Meta (META) on April 25, after its results. Here we recap the week’s events and check in on sentiment.

The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024

Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.

Revisiting Energy | Weekly Market Commentary | April 15, 2024

As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. That low bar has tempted analysts to forecast a series of positive surprises as recent data releases for both the U.S. and China suggest a stronger economic underpinning, and the manufacturing sector appears to have bottomed in both countries. Oil demand — and prices — typically follow rising manufacturing and factory output, while rising consumer sentiment normally portends an increase in air travel, which also requires higher oil allocations.

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Economic Activity Tracker

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Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024

Shipping disruptions in the Red Sea could temporarily impact goods prices but not at the same magnitude as during the pandemic. Tight financial conditions, slowing economic growth, and a disinflationary trend all support the Federal Reserve’s (Fed) pivot away from tightening monetary policy to easing in the new year. Despite these longer term trends, rates possibly got ahead of themselves in recent weeks, exhibiting higher volatility.

Magnificent Seven And Margins Are Keys To Q4 Earnings Season | Weekly Market Commentary | January 16, 2024

This reporting period may lack the splashy “earnings recession over” headlines we got last quarter, but it takes on added importance because it sets the tone for 2024. After 2023 was a year in which improving valuations delivered strong gains, this year, earnings will likely have to do the heavy lifting.

China 2024 Faces Demanding Challenges | Weekly Market Commentary | January 8, 2024

There were numerous reports suggesting the world’s second largest economy would ignite a bout of inflation as its industrial base would require vast quantities of commodities to power a newly energized China. Clearly that didn’t happen. Here we explore why and provide our updated thoughts on investing in China and emerging markets.

Lessons Learned In 2023 | Weekly Market Commentary | January 2, 2023

LPL Research had some wins and some losses as the market delivered its usual dose of humility to us and many market participants. In an effort to maintain accountability and learn from our mistakes (and hopefully not repeat them), we are starting the new year with our traditional lessons learned commentary.

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