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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
Leading Indicators Show Tempered Optimism for Economy
Economic Blog Posted by lplresearch Friday, October 22, 2021 On Thursday, October 21, the Conference Board released its September 2021 report detailing the latest reading for the Leading Economic Index (LEI), a composite of ten data series that tend to lead changes in economic activity. Many economic data points are backward-looking, but we pay special attention […]
October 22, 2021
Are Markets Being Too Aggressive Pricing in Fed Rate Hikes?
Posted by lplresearch Tuesday, October 19, 2021 At next week’s Federal Open Market Committee (FOMC) meeting, the Committee will likely need to reconcile its members’ views of when interest rate hikes should begin with the market’s ever changing view. After the September FOMC meeting, the Committee released its dot plot, which shows how individual Committee members were […]
October 26, 2021
Here Comes One of the Best Days of the Year (and the Best Week and Month)
Posted by lplresearch Wednesday, October 27, 2021 The calendar is about to do a lot of favors for the bulls, as late October and early November historically are quite strong. October 28 was the best day of the year, until it fell more than 3% last year, but this day is still one of the strongest […]
October 27, 2021
Delta Variant and Supply Issues Slow GDP Growth
Posted by lplresearch Thursday, October 28, 2021 Already lowered expectations for third quarter gross domestic product (GDP) growth were still a bit too high as economic growth came in well short of expectations. Still, though, we believe the main drivers of the weakness should subside over time. The Bureau of Economic Analysis released its preliminary estimate […]
October 28, 2021
Fixed Income Markets Don’t Like Hawkish Monetary Policy Surprises
Posted by lplresearch Tuesday, November 2, 2021 When Turkey cut interest rates last month, it was the 1000th interest rate cut since Lehman Brothers collapsed in 2008, according to analysis by Bank of America. Moreover, since then, central banks globally have bought over $23 trillion of assets to help support financial markets. Now, with many major developed economies […]
November 2, 2021
Five Observations About Economic Growth Expectations
Posted by lplresearch Wednesday, November 3, 2021 According the consensus estimate of Bloomberg-surveyed economists, the U.S. economy, as measured by real gross domestic product (GDP), is expected to grow 5.7% in 2021 and 4% in 2022, before reverting to closer to historical 2.4% growth in 2023. While consensus estimates do change over time, they are a good […]
November 3, 2021
Federal Reserve Meeting Recap- It’s Finally Taper Time
Posted by lplresearch Thursday, November 4, 2021 The Federal Reserve (Fed) ended its two-day Federal Open Market Committee (FOMC) meeting yesterday and, as expected, announced plans to reduce (taper) its $120 billion a month bond purchase program starting this month. The Fed plans to reduce its Treasury purchases by $10 billion each month and its mortgage securities […]
November 4, 2021
Job Growth Bounces Back in October
Posted by lplresearch Friday, November 5, 2021 The October payroll report more than delivered on expectations for a bounce back from the soft September report. The U.S. Bureau of Labor Statistics released its October employment report this morning, revealing that the domestic economy added a solid 531,000 jobs during the month, exceeding Bloomberg-surveyed economists’ median forecast […]
November 5, 2021