Four Charts That Signal the Reopening Trade May Be Back

Economic Blog Posted by lplresearch Wednesday, September 29, 2021 Stocks have come a long way since the S&P 500 bear market low way back on March 23, 2020, but despite the general strength of the bull market we’ve seen two very different types of trades leading markets at different times. They include a “work-from-home” trade characterized […]

September 29, 2021

Bond Market Showing Signs of Worry Over Debt Ceiling

Market Blog Posted by lplresearch Tuesday, October 5, 2021 The debt limit—commonly called the debt ceiling—is the maximum amount of debt that the Treasury Department can issue to pay its, already committed, financial obligations. The amount is set through Congress and has been increased 78 times since 1960. Through a bipartisan budget act in 2019 however, […]

October 5, 2021

The Most Important Chart In The World

Market Blog Posted by lplresearch Wednesday, October 6, 2021 And just like that, the calendar turned to October and volatility picked up in a big way, with three consecutive 1% moves for the S&P 500 Index to start the month. As we noted in our October preview, this month gets a bad rap for being a bearish […]

October 6, 2021

Demand Remains Strong Despite Persistent Supply Chain Problems

Economic Blog Posted by lplresearch Thursday, October 7, 2021 Based on recent readings of manufacturing and service sector activity, business demand remains strong, further damaging the “stagflation” narrative. At the same time, barriers to meeting demand continue to limit businesses’ ability to respond, including ongoing global supply chain disruptions, difficulties hiring, and high prices. As seen […]

October 7, 2021

Street View: Market Volatility Is Perfectly Normal

Market Blog Posted by lplresearch Friday, October 8, 2021 There is no reason to panic with all the big news about the bull market—October is known for volatility. As LPL Financial Chief Market Strategist Ryan Detrick discusses in the latest LPL Street View, when you look back at the past 20 years, October has actually been […]

October 8, 2021

The Job Market Continues To Frustrate In September

Economic Blog Posted by lplresearch Friday, October 8, 2021 The September payroll report likely created more questions than it answered. The U.S. Bureau of Labor Statistics released its September employment report this morning, revealing that the domestic economy added a disappointing 194,000 jobs during the month, falling well short of Bloomberg-surveyed economists’ median forecast for a […]

Solid Retail Sales in September

Economic Blog Posted by lplresearch Friday, October 15, 2021 The U.S. Census Bureau reported overall retail sales grew 0.7% month over month in September vs. forecasts for a 0.2% decline, while retail sales excluding autos and gas also saw solid gains, rising 0.7% month over month vs. estimates for a 0.4% increase. On a year-over-year basis, […]

October 15, 2021

Taking Another Look at the Chinese Real Estate Market

Market Blog Posted by lplresearch Tuesday, October 19, 2021 China’s debt levels have surged since the global financial crisis and now sit at over 300% of gross domestic product (GDP), as of December 2020. The majority of that new debt has come from households and non-financial companies, which is why the Chinese government has made deleveraging […]

October 19, 2021

9 Charts We Are Watching

Market Blog Posted by lplresearch Wednesday, October 20, 2021 Here are a handful charts that caught our attention recently. Yesterday was the 34-year anniversary of the Crash of ’87. To this day market pundits still don’t quite agree on what caused the crash. As only Art Cashin can scribe, here were some of the worries at […]

October 20, 2021

Economic Sentiment Weakening but Headwinds May Have Peaked

Economic Blog Posted by lplresearch Thursday, October 21, 2021 Main Street sentiment on the economic outlook remains elevated and optimistic as the economy rebounds, but has been weakening as supply chain bottlenecks, labor market shortages, inflation, and lingering Delta variant concerns limit the economy’s ability to meet still robust demand. There are some signs that some […]

October 21, 2021