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Контент предоставлен Market Signals by LPL Financial. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Market Signals by LPL Financial или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…
Ask the Economist About the Fed, Trump 2.0, and Tariffs | LPL Market Signals
Manage episode 449809649 series 2440914
Контент предоставлен Market Signals by LPL Financial. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Market Signals by LPL Financial или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In the latest LPL Market Signals podcast, LPL strategists recap last week’s post-election surge in stocks, answer some important economic questions investors are asking after Trump’s election victory, and discuss some market implications of last week’s election. Stocks surged last week, led by small caps, as markets reacted to Trump 2.0 by pricing in lower taxes and less regulation. Next the strategists played “ask the economist”, with questions about the Federal Reserve, potential economic policy differences between Trump 1.0 and 2.0, and tariffs. The strategists then discussed some market implications from the election, including bullish seasonality, small cap enthusiasm, and the upward bias in rates. Tracking: #656769
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316 эпизодов
Manage episode 449809649 series 2440914
Контент предоставлен Market Signals by LPL Financial. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Market Signals by LPL Financial или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In the latest LPL Market Signals podcast, LPL strategists recap last week’s post-election surge in stocks, answer some important economic questions investors are asking after Trump’s election victory, and discuss some market implications of last week’s election. Stocks surged last week, led by small caps, as markets reacted to Trump 2.0 by pricing in lower taxes and less regulation. Next the strategists played “ask the economist”, with questions about the Federal Reserve, potential economic policy differences between Trump 1.0 and 2.0, and tariffs. The strategists then discussed some market implications from the election, including bullish seasonality, small cap enthusiasm, and the upward bias in rates. Tracking: #656769
…
continue reading
316 эпизодов
Kaikki jaksot
×In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder is joined by Head of Macro Strategy Kristian Kerr to discuss the stock market correction, highlight some indicators they are watching to signal a potential low, make a case for staying invested over the long term, and preview the week ahead including the Federal Reserve (Fed) meeting. Tracking: #710942…
LPL Research discusses the worst week for stocks since September, the latest bond market moves, and differences between strategic and tactical investing. Tracking: # 707123
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder is joined by Chief Technical Strategist Adam Turnquist to recap a down week for stocks that could’ve been worse, discuss recent technical damage to the S&P 500 and explain why they would wait to buy the dip, recap fourth quarter earnings, and preview a busy week ahead. Tracking: #703657…
In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder is joined by Head of Macro Strategy, Kristian Kerr, to recap a week with record highs and a growth scare, identify several interesting market undercurrents keeping stocks rangebound, and discuss the U.S. government debt problem. Tracking #700496…
In the latest Market Signals podcast, LPL Research Chief Technical Strategist Adam Turnquist is joined by Chief Fixed Income Strategist Lawrence Gillum to discuss the market’s reaction to the latest round of tariff and inflation news, how metals have responded, and if the bond market will mirror President Trump’s first term in office. Tracking #697916…
In the latest Market Signals podcast, LPL Research Chief Equity Strategist Jeffrey Buchbinder is joined by Chief Economist Dr. Jeffrey Roach to offer a balanced take on the stock market outlook for 2025 by highlighting five arguments for the bulls and five for the bears. Tracking: #694770
In the latest Market Signals podcast, LPL Chief Equity Strategist Jeffrey Buchbinder and LPL Head of Macro Strategy Kristian Kerr highlight 10 takeaways on the tariffs implemented by the Trump Administration over the weekend, defend American Exceptionalism, and preview the week ahead. Tracking: #691349…
In the latest LPL Market Signals podcast, LPL Research’s Jeffrey Buchbinder, Chief Equity Strategist is joined by Chief Fixed Income Strategist Lawrence Gillum to provide some perspective on the DeepSeek-driven market selloff, share some reassuring messages from the bond market, and preview a very busy week of economic data, central bank announcements and earnings reports. Tracking #687913…
LPL Research provides insights on last week’s market rally, identifies historical stock market parallels to 2024, and previews Q4 earnings season. Tracking #: 685236
In the latest Market Signals podcast, LPL Research’s Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss the latest move higher in interest rates, dissect Friday’s jobs report, explain why the bull market deserves the benefit of the doubt after last week’s selloff, and preview this week’s economic calendar. Tracking #: 681641…
In the latest Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Lawrence Gillum, Chief Fixed Income Strategist, discuss the lack of a Santa Claus rally, review LPL Research’s winning and losing recommendations from 2024, and preview this week’s jobs report. Tracking: #678156
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Technical Strategist Adam Turnquist, as they discuss whether Santa Claus visited markets, review several charts to help assess when this latest pullback might find support, and highlight four keys to a strong stock market in 2025. Stocks moved lower Friday, putting the Santa Claus rally in jeopardy. The strategists discuss what a weak finish to the year could mean for January and 2025. Next, the strategists review some charts to help assess the latest technical damage and opine on how much further the latest sell-off may have to go. The strategists closed with a quick preview of the week ahead and the sparse economic calendar. Tracking: #675956…
In the latest LPL Market Signals podcast, LPL strategists highlight seven charts that capture the market environment in 2024. They also weigh in on last week’s market decline amid the Federal Reserve’s hawkishness and discuss whether Santa Claus will visit the equity markets this week. Stocks moved lower last week as the markets were caught off guard by the hawkishness from the Federal Reserve. Technology held up relatively well while energy and small cap stocks bore the brunt of the selling pressure. The strategists highlight several key charts of 2024, including how mega caps have dominated performance once again this year, and discuss why small caps have struggled to keep up. They further note why this year’s best-performing sector could continue to outperform in 2025 and how gold has managed to outperform stocks, despite a risk-on and higher rate backdrop. The strategists closed with a quick preview of this week’s holiday-shortened economic calendar and a reminder that the seven-day Santa Claus rally period begins on Christmas Eve. Tracking #: #674774…
In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, is joined by Chief Fixed Income Strategist Lawrence Gillum, as they discuss the rare streak of negative market breadth readings, share their bond market outlook for 2025, and preview the week ahead featuring the last Federal Reserve meeting of 2024. Stocks pulled back modestly last week, but the biggest story was the 10-day streak of negative breadth readings. Gains in big tech stocks have helped support the S&P 500 Index in recent weeks, but the strategists point out that the lack of broad participation points to a tired rally. Next, the strategists discussed what fixed income investors could experience in 2025. While the Fed’s rate-cutting cycle will influence longer-term rates, a still flat U.S. Treasury yield curve and elevated levels of Treasury supply expected next year could keep rates around current levels. However, income-oriented investors have a plethora of opportunities to build portfolios that can generate income levels in excess of 5%. The strategists close with a quick preview of this week’s Fed meeting where the comments from Jerome Powell and the Committee may matter more to markets than the fully expected rate cut or updated economic forecasts. Tracking: #671737…
In the latest LPL Market Signals podcast, LPL strategists share their economic and stock market outlook for 2025, taken from the newly released Outlook 2025: Pragmatic Optimism available on LPL.com's research page. They also recap last week’s tech-led market advance and preview the week ahead. The strategists highlight several key economic themes for 2025: • Slowing growth, not recession • Capital investment could provide support • Labor market slowly downshifts • Inflation remains historically elevated • Fed will cut rates at a slower pace The strategists then highlight these stock market themes for 2025: • Modest mid-to-high-single digit returns on strong earnings growth • Upside could come from lower interest rates, productivity gains or market-friendly policy changes • Risks include a potential pronounced economic slowdown, reaccelerating inflation, rate volatility, or geopolitical threats. • Given stretched investor sentiment and rich valuations, we favor buying dips. The strategists close with a brief preview of the week ahead, highlighted by inflation data and European Central bank rate decision. Tracking: #668622…
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