Real Fed Funds Signal Few More Innings Left

We dedicated a lot of real estate in our 2018 Midyear Outlook publication to the idea that the business cycle may still have legs, considering indicators such as the ISM Manufacturing Index, the Leading Economic Index, and the yield curve. The strong growth in corporate profits also points to further economic growth ahead: The U.S. economy has never been in recession when corporate profits were growing. Continue reading

Market Update: Wednesday, September 19, 2018

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Daily Insights

  • New LPL Market Signals Podcast. On our latest LPL Research podcast, due out later today, Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick reflect on their memories of the financial crisis, and discuss the changes in today’s market landscape 10 years later. Please join our discussion on social via #LPLMarketSignals.

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Market Update: Tuesday, September 18, 2018

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Daily Insights

  • LPL Market Signals Podcast. In case you missed it, listen to Senior Market Strategist Ryan Detrick and Equity Strategist & Portfolio Manager Jeffrey Buchbinder talk about pullbacks in emerging markets, the manufacturing sector’s continued strength, and other factors affecting the current economic cycle. Please join our discussion on social via #LPLMarketSignals.

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Have You Heard the New LPL Research Podcast?

LPL Research is very proud to announce a new way for you and your clients to get the latest market news and perspectives with our new podcast series, LPL Market Signals. This weekly series will feature Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick, along with other members of the LPL Research team. Continue reading

Market Update: Monday, September 17, 2018

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Daily Insights

  • New LPL Market Signals Podcast. In case you missed it, listen to Senior Market Strategist Ryan Detrick and Equity Strategist & Portfolio Manager Jeffrey Buchbinder talk about pullbacks in emerging markets, the manufacturing sector’s continued strength, and other factors affecting the current economic cycle. Please join our discussion on social via #LPLMarketSignals.

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Weekly Update 9/14/2018 – Central Bank Meetings Abound, but Trade Still the Focus

US: S&P 500 Index +1.2%, Dow +0.9%, Nasdaq +1.4%
Europe: STOXX Europe 600 +1.1%, German DAX +1.4% France CAC 40 +1.9%, U.K. FTSE 100 +0.36%
Asia: Japan Nikkei +3.5%, China Shanghai Composite -0.8%, Korea KOSPI  +1.6%
Rates/Commodities: 10-Year Treasury yield +5 basis points to 2.99%, WTI crude oil +1.3%, COMEX gold +0.4%

It was a mostly upbeat week for global markets as investors moved back into the market, pushing regional equity indexes up and bond prices down. Monetary policy meetings were held by the central banks of Europe, England, Russia, and Turkey. Continue reading

Market Update: Friday, September 14, 2018

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Daily Insights

  • New LPL Market Signals Podcast. In case you missed it, listen to Senior Market Strategist Ryan Detrick and Equity Strategist & Portfolio Manager Jeffrey Buchbinder talk about pullbacks in emerging markets, the manufacturing sector’s continued strength, and other factors affecting the current economic cycle. Please join our discussion on social via #LPLMarketSignals.

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