Midyear Outlook 2023: The Path Toward Stability | LPL Market Signals
In the latest LPL Market Signals podcast, the LPL Research strategists share LPL Research’s outlook for markets in the second half of the year, featuring content from the just-released LPL Midyear Outlook 2023: The Path Toward Stability.
Chapters:
00:00 - Intro
00:32 - LPL Research Presents: Outlook The Path Toward Stability
01:06 - Economy: A Moving Pendulum In A Stable Financial System
01:48 - Inflation to Ease Despite Low Unemployment
02:57 - Small Businesses Plan to Slow Hiring
04:02 - Multi-family Units on the Rise
05:01 - Spending Slowly Returning to Pre-Pandemic Share
07:12 - Equities: Weight Of Evidence Points To Modest Gains
08:26 - Supportive Stock Market Indicators
14:05 - Stocks No Longer Appear Attractive Relative to Bonds
15:44 - 2023 S&P 500 Earnings Scenarios
18:42 - Bonds: Balancing Opportunities With Objectives
19:21 - Once The Fed is Done, We Could See Lower Treasury Yields
21:26 - Core Bonds Tend To Do Well During Fed Pauses
23:55 - Yields Across Fixed Income Sectors are Above Longer-Term Averages
26:58 - Currencies
27:26 - Foreign Exchange Turnover by Currency
29:21 - Percentage of Total Allocated Reserves in the U.S. Dollar
32:48 - Closing
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