LPL Research
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.
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, 2024
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.
Recent Posts
Earnings Hope To Keep This One-Year Old Bull Market Going | Weekly Market Commentary | October 16, 2023
Higher For Longer – Updating Our Treasury Forecast | Weekly Market Commentary | October 9, 2023
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
Is India The New China? | Weekly Market Commentary | September 25, 2023
Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
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