Covered a lot of ground on @BNNBloomberg TV today. We discussed the health of the bull market, signs of fatigue within our trend model, earnings, government shutdowns, rates, and even a few sector ideas for Q4.
Thanks for having me on!
youtube.com/watch?v=C_B58o…
We explore what a government shutdown has historically meant for stocks, why the bull market could be due for a breather, what happens to stocks after payrolls turn negative, and the seasonal setup for Q4 in this week's weekly market commentary. ⬇️
lpl.com/research/weekl…
Rate cuts at record highs have been a constructive sign for stocks. However, it’s important to consider the underlying economic conditions that prompted the Fed to ease policy last week — a weakening labor market. We take a balanced approach and explore how stocks have performed…
.@LPLResearch strategists @jbuchbinder_LPL & @adam_turnquist recap Fed-fueled gains in stocks last week, assess the market’s technical setup, and preview the week ahead in the latest edition of the Market Signals podcast: bit.ly/48B48jM.
Calm before the storm? Implied volatility across the SPX is historically low...especially ahead of key inflation data and the FOMC meeting. Speculator short positions in the VIX also reached the 99th percentile last week. Not a bold call to expect some mean reversion from here.
Will the low-volatility record-high rally continue, or will August mark the calm before the storm? Check out today's blog for five key takeaways on September seasonality, including how trend direction into the month impacts returns.
⬇️
lpl.com/research/blog/…
For some great insights into how tariff revenue might influence the Treasury market and budget deficit, check out this excellent note from LPL’s Chief Fixed Income Strategist @lawrence_gillum.
⬇️
lpl.com/research/blog/…
The last #LPLMarketSignals of summer '25 is here!
@adam_turnquist and I recap last week's market performance (the #Fed saved the day), illustrate a broadening market rally boosting small caps, share takeaways from Jackson Hole, and preview the week ahead.
Thanks for tuning in!…
I had the pleasure of joining @BNNBloomberg to break down the technical setup behind the record-high rally and share why small caps may have a short-term window for outperformance. Appreciate the opportunity to be on!
bnnbloomberg.ca/video/shows/th…
Chinese equity markets have reflected a lot more optimism for an economic recovery than sovereign rates. However, the message from China's bond market appears to be changing as 10Y yields just reversed a downtrend and recaptured the 200-dma for the first time since April '23.
MarketWatch: Adam Turnquist, chief technical strategist for LPL Financial says breadth is getting back on track after having softened the past month.
He highlighted the chart, which on top features the 2-year cumulative advance-decline line for the S&P 500 measuring the…
.@LPLResearch strategists Jeff Buchbinder, Kristian Kerr & @adam_turnquist share outlook for 2nd half of the year for alt investments, commodities & currencies, as discussed in the Midyear Outlook 2025 in the latest edition of the Market Signals podcast: bit.ly/4kUFmxW.
Global yields continue to rise, acting as a gravitational pull on U.S. Treasuries. Keep an eye on the 10-year Japanese Government Bond. A breakout above the previous highs near 1.60% would not be surprising given the direction of the longer-term trend.
Covered a lot of ground with @YahooFinance today. We touched on S&P 500 earnings😯and how the bar has been lowered for Q2 estimates. Of course, we discussed the technical setup for stocks and why this is a buy-the-dip market. Thanks for having me on!
Covered a lot of ground with @YahooFinance today. We touched on S&P 500 earnings😯and how the bar has been lowered for Q2 estimates. Of course, we discussed the technical setup for stocks and why this is a buy-the-dip market. Thanks for having me on!
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