With the first presidential debate behind us, it’s safe to say election season is in full swing. While last week’s debate was light on economic policies, the
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Second quarter earnings season is in the books, and it was a good one. S&P 500 companies collectively grew earnings at a double-digit pace for the first time in
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In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order” based on shared
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In his recent speech, Federal Reserve (Fed) Chairman Jerome Powell focused on the fragilities of the labor market and is preparing markets for the new phase for
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Every year as the summer months draw near their end, LPL Financial hosts its annual Focus conference for financial advisors. While the conference is an
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Pullbacks are the stubbed toe of the stock market. I was reminded of this over the last week as I contemplated the recent surge in volatility while picking up
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Before the jobs report was released on Friday, we wrote a commentary on the U.S. dollar. In light of the events over the weekend and Monday, we start with some
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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
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The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. With the Federal Reserve (Fed)
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Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond to turning points in inflation and monetary
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With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains. LPL Research
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ARTIFICIAL INTELLIGENCE: THE ANTIDOTE TO FED POLICY?
Jeffrey Roach, PhD, Chief Economist
Jeffrey Buchbinder, CFA, Chief Equity Strategist
"The four most
