Goldilocks Jobs Report | LPL Market Signals
LPL Research recaps a strong week for stocks as markets celebrated an August jobs report that was not too hot or too cold.
Chapters:
00:00 - Intro
00:19 - Agenda
01:25 - Equity Sectors – week to date as of September 1, 2023
07:18 - Fixed Income & Commodities Markets – as of September 01, 2023
10:31 - Next Hurdle for the S&P 500: 4,600
11:40 - S&P 500 Performance After Five-Month Win Streaks
12:22 - July Core PCE in Line With Expectations
14:14 - Job Market Slowing as Firms Manage Headcount
16:06 - 4.5% Could Soon be in Play for the 10-year Yield
16:37 - September is Scary for Stock Market Seasonality
17:04 - September Also has the Lowest Proportion of Positive Monthly Returns
17:28 - Under New Presidents, Stocks Have Historically Done Well in Years 3 and 4
18:19 - Looks Like Impressive Post-Midterms Streak is Still Alive
19:46 - The Bond Bull Market is Over. Now What?
24:16 - Are Long-Term Rates Headed Higher?
25:49 - Bond Market Returns Mostly From Income
26:55 - Week Ahead: Quiet Economic Calendar
Tracking: # 474941