LPL Research
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.
India At The Crossroads | Weekly Market Commentary | June 10, 2024
Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.
Adjusting The Sector Sails | Weekly Market Commentary | June 3, 2024
To say May was an eventful month for the market is an understatement. Investors navigated around the latter half of first-quarter earnings, a breakout to record highs for the broader market, elevated volatility across fixed income and currency markets, and a mixed bag of economic data — not to mention elevated political uncertainty stemming from the conviction of former President Donald Trump. Overall, markets shrugged off political uncertainty, bad economic data was mostly taken as good news for stocks by reviving hope for interest rate cuts, while good news helped write the goldilocks narrative of economic conditions being just right.
Recent Posts
A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024
Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024
Super Six Drives Solid Earnings Season | Weekly Market Commentary | March 4, 2024
Peering into 2024
Treasuries: Who’s Buying and Why It Matters | Weekly Market Commentary | February 20, 2024
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