LPL Research
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.
Recent Posts
How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024
Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024
Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
That Was Quite A Week | Weekly Market Commentary | April 29, 2024
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
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