Artwork

Market Signals by LPL Financial에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Market Signals by LPL Financial 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

What Jackson Hole Means for Markets | LPL Market Signals

37:20
 
공유
 

Manage episode 436491469 series 2440914
Market Signals by LPL Financial에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Market Signals by LPL Financial 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In the latest LPL Market Signals podcast, LPL strategists discuss the S&P 500 Index’s rebound back to near record highs and highlight several key takeaways from the Federal Reserve’s meeting last week in Jackson Hole, WY. Stocks enjoyed a solid week last week as markets celebrated the Federal Reserve’s clear message that the time had come to begin cutting interest rates. The Fed will remain data dependent, but 3 rate cuts seems likely by year end. Small caps enjoyed especially strong gains, benefiting from interest rate sensitivity. With regard to small caps, the strategists suggest that the excitement around the asset class may be overdone given the mixed historical performance relative to large caps around the start of Fed rate cutting cycles. Next, the strategists discuss what Fed policy means for the U.S. dollar and potential market implications of dollar weakness and highlight some encouraging messages from retailers during earnings season. Last, the strategists preview the week’s busy economic calendar that includes the important core PCE deflator, the Fed’s preferred inflation measure. Tracking # 620235
  continue reading

300 에피소드

Artwork
icon공유
 
Manage episode 436491469 series 2440914
Market Signals by LPL Financial에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Market Signals by LPL Financial 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In the latest LPL Market Signals podcast, LPL strategists discuss the S&P 500 Index’s rebound back to near record highs and highlight several key takeaways from the Federal Reserve’s meeting last week in Jackson Hole, WY. Stocks enjoyed a solid week last week as markets celebrated the Federal Reserve’s clear message that the time had come to begin cutting interest rates. The Fed will remain data dependent, but 3 rate cuts seems likely by year end. Small caps enjoyed especially strong gains, benefiting from interest rate sensitivity. With regard to small caps, the strategists suggest that the excitement around the asset class may be overdone given the mixed historical performance relative to large caps around the start of Fed rate cutting cycles. Next, the strategists discuss what Fed policy means for the U.S. dollar and potential market implications of dollar weakness and highlight some encouraging messages from retailers during earnings season. Last, the strategists preview the week’s busy economic calendar that includes the important core PCE deflator, the Fed’s preferred inflation measure. Tracking # 620235
  continue reading

300 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드