LPL Research

LPL Research discusses global equity markets, last week’s key drivers, and earnings season.

In the latest LPL Market Signals podcast, LPL Research discusses the upcoming CPI report, inflationary pressures, and if Fed rate hikes are working.

Tracking#: 1-05336824

LPL Research discusses if the equity market is due for a technical bounce. They also provide an update on current thinking around fixed income markets and an updated year-end target for the 10-year Treasury Yield.

Chapters:

00:00 - Intro

01:00 - Last Week's Key Drivers

11:57 - Key Economic Data This Week - U.S.

13:53 - Key Economic Data This Week - Non-U.S.

14:33 - Key Issues Upcoming This Week

16:57 - WTI Crude Futures (Nov 22)

17:58 - Historical Bearishness

19:17 - Tactical Bounce Pending? - View #1

20:03 Tactical Bounce Pending? - View #2

21:00 - Inflation Snapshot - Directional Change

24:36 - Updated 10-Year Treasury Yield Forecast

27:49 - Recently Neutralized Duration Weight

30:17 - High Yield Companies Have Termed Out Debt

33:56 - Closing

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LPL Research Chief Investment Officer Marc Zabicki and Chief Economist Jeffrey Roach discusses historic moves in the currency markets, aggressive central bank actions, and updates on consumer confidence.

Tracking#: 1-05331335

LPL Research discusses what to expect when 11 global central banks, including the Federal Reserve, Bank of England, and Bank of Japan, meet this week.

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LPL Research fixed income strategist Lawrence Gillum and chief economist Dr. Jeffrey Roach discuss what the higher than expected August CPI report means for the Fed, the markets, and if a soft landing is still in the cards.

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LPL Research discuss what the August jobs report means for the Fed, the market’s reaction to the report, and highlight some “risers” and “fallers”.

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LPL Research react to the Federal Reserve’s (Fed) hawkish message at Jackson Hole. They also recap second quarter earnings season, make the bullish case for the energy sector, and preview Friday’s jobs report.

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LPL Research share their thoughts on how far this latest pullback might go. They also provide an update on the housing market, discuss rising recession risks in Europe, and preview the Federal Reserve’s Jackson Hole symposium later this week.

Chapters:

00:00 - Intro

00:37 - Agenda

01:26 - How Much Further Might This Slide Go?

01:53 - S&P 500 Rally Lost Steam Conveniently at Its 200-Day Moving Average

04:22 - S&P 500 Performance Has Been Excellent Historically After Surging Breadth

06:01 - 2011 Comparison is Instructive

08:16 - Housing Update

08:54 - Existing Home Sales Plummeted As Rates Rose

09:58 - Inventory Still Below Pre-Pandemic Levels

13:25 - Existing Home Sales Differ By Region

15:09 - Recession Risk Rising in Europe

16:09 - Germany's Electricity Prices are Soaring

23:10 - What Could Move Markets in the Coming Week?

Tracking # 1-05318488

LPL Research discusses the strong stock market rally, start of a new bull market and recap of the latest well-received inflation data. Let’s take a look at what the bond market is telling us.

Chapters:

00:00 - Intro

00:50 - Show Rundown

01:40 - New Bull Market of Bear Market Rally?

03:20 - S&P 500 Eclipsed Key 50% Retracement Level on Friday

05:59 - S&P 500 Market Breadth Measure Reached 90% Trigger on Friday

08:43 - Peak Inflation Isn't Mission Accomplished

09:50 - Durable Goods Prices Lead the Way Down

13:53 - Falling Producer Prices Foreshadow Easing Inflation

14:52 - Fed has Started QT...Gradually

21:51 - What Credit Markets Say About Soft Landing Prospects

21:10 - Credit Spreads Have Been Heading Lower, Are Well Behaved

24:16 - Big Week for Retail

26:15 - Retail Earnings

28:30 - What Could Move Bond Markets This Week

31:32 - Show Close

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