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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.

Stock and Bond Market FAQs From the Field | Weekly Market Commentary | August 19, 2024

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 clients, and connect with industry experts — learning is a two-way street.

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.

Economic Activity Tracker

Click here to download a PDF of this report.

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.

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