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Key Themes for the Macroeconomic Landscape in the Second Half of 2024 | Weekly Market Commentary | July 29, 2024

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. What more could you ask for?...
Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024

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. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for...
Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024

Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024

Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond to turning points in inflation and monetary policy. That response was quite positive as we now know, as easing inflation, anticipation of Federal Reserve...
Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024

Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024

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 believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in...

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