Who’s Right, the Fed or the Market? | LPL Market Signals
LPL Research discusses another solid week for stocks amidst ongoing bank fears, whether the Fed or the markets are more right about the economic growth, and their outlook for rest of the year.
00:00 - Intro
00:30 - Agenda
01:53 - Global Equity Markets - as of March 31, 2023
06:38 - Fixed Income & Commodities Markets - as of March 31, 2023
10:16 - S&P 500 Back Above Its 50 and 200-Day Moving Averages
11:37 - Recent Layoffs Driven by Cost-Cutting
14:26 - Spending Still Out of Balance
16:56 - Banking Crisis Induced Extreme Volatility in the Bond Market
21:21 - Inflation Picture Sprouting Green Shoots
24:27 - Seasonal Tailwind in April
25:18 - Positive Q1 for Stocks is a Bullish Signal for 2023
30:15 - Week Ahead: ISM and Payrolls Highlight the Week
34:10 - Closing
Tracking #: 1-05366386