It's the Federal Reserve vs. the financial markets 🥊
& discuss whether the Fed or the markets are more right about the economic growth outlook. (We support the market's view.)
Tune into #LPLMarketSignals → ow.ly/K8zY50NBy4t
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Highlights from the latest manufacturing business report:
👩🔧 factories cut jobs
💰 prices paid declined
🤝 job market is slowing
suggests a cooler job market should release some inflationary pressure. More on the blog → ow.ly/5bkw50NBqkB | #ISMPMI
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The latest #LPLMarketSignals podcast is here!
and I discuss what's been pushing #stocks higher, assign blame for the Silicon Valley Bank failure, and highlight some key charts investors should be watching. Thanks for tuning in!
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Let's go, Model Wealth Portfolios! 🙌
MWP won Money Management Institute & 's 2022 Industry Award for Wealth Management Platform of the Year.
The platform has made it easier for advisors to tailor solutions for each investor based on their unique needs.
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More upsets! 
MyRepChat unseated some popular favorites with its ability to compliantly text clients.
Meeting Manager made it through, too, with new functionality for streamlining client meeting prep, execution and follow-up.
#MarchMadness
MyRepChat unseated some popular favorites with its ability to compliantly text clients.
Meeting Manager made it through, too, with new functionality for streamlining client meeting prep, execution and follow-up.
#MarchMadnessShow this thread
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Despite a volatile March, the S&P 500 recovered from nearly a 5% drawdown this month. April seasonality trends suggest buying pressure could continue next month.
Break out the picnic baskets and get ready for spring. More on the blog → ow.ly/sfcj50NxwRx
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After a weak February, the municipal market is on track for its strongest March since 2008. The supply/demand picture may be favorable for munis in the coming months.
More from on the blog → ow.ly/EzRK50Nxvmx
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A lot has changed in the past few weeks, from expectations for interest rates to lost confidence in the banking system's health.
In our #WeeklyMarketCommentary, we discuss who's to blame for the crisis and recommendations for asset allocations strategy → ow.ly/Ig6Y50Nt82a
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Did you watch (or listen to) the recent #LPLMarketSignals episode? and react to the UBS and Credit Suisse news and discuss last week's Federal Reserve policy meeting.
Watch now ⬇️
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Sweet 16 action is underway! And like the NCAA, we've got a #MarchMadness bracket with our most popular tools, tech and apps going head-to-head.
Grab your LPL Tech & Tools bracket in the tweet below ⬇️ and then check back here for the latest tournament coverage.
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Show this thread
The contradiction between Jerome Powell and Janet Yellen's remarks has pushed the S&P 500 down nearly 2.0%.
Quincy Krosby tells Yellen did a complete 180, suggesting not all depositors would be made whole in the event of a run →
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#BelkCollege Professor John Connaughton and Chief Economist presented the First Quarter 2023 North Carolina Economic Forecast last week. Read more about the state of the North Carolina and U.S. economies: belkcollege.charlotte.edu/news/2023-03-1
#NCForecast
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As expected, the benchmark interest rate increased by 0.25%. And despite uncertainty in the banking sector, the Fed is emphatic that the SVB crisis was an outlier.
Today on the blog, shares 3 takeaways from yesterday's #FOMC meeting → ow.ly/Mvth50NqHXF
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The latest episode of the #LPLMarketSignals podcast is about UBS's takeover of Credit Suisse and its impact on the financial industry.
& react to the acquisition and gauge the risk of contagion.
Tune in → ow.ly/sNjN50Nqpqo
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As we expected, the Fed raised the fed funds rate by 0.25%, pushing the upper bound to 5%. Investors’ wishes may come true: contagion risks are low enough for the Fed to hike rates and inflation pressures are soft enough for the Fed to be near the end of hikes.
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The "fear gauge" is becoming less fearful. Equity market uncertainty is running high, yet the CBOE Volatility Index (VIX) has been relatively subdued.
On the blog, shares why investors may hedge known event risk with 0DTE options → ow.ly/VePm50Nov5M
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A new #LPLMarketSignals podcast is out!
and I assess contagion risk following the Credit Suisse-UBS tie-up and preview the #Fed. Thanks for tuning in!
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📣 Let's get serious about financial stability risks! While we don't think we're on the brink of a crisis, financial stability risks have increased.
We discuss long-term objectives during times of market volatility today in our #WeeklyMarketCommentary → ow.ly/5BOB50Nost0
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Check out 's latest Talking Point podcast with Quincy Krosby, Chief Global Strategist, as she shares her thoughts on the UBS takeover of Credit Suisse, the probability of a rate hike at the upcoming Fed meeting, and this week’s economic data: bit.ly/407Gbd8.
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Markets were a bit more calm today. I shared my thoughts with about rising recession risks and falling inflation pressures. Rising contagion risks could push the Fed to pause the rate hiking cycle but this is not our base case
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I'm truly impressed with how our team has handled communications regarding recent bank failures – showing up with fast, thorough & high-level responses to help guide our advisors, institutions and investors during this time. Well done!
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Taylor Swift said, "I go back to December all the time," and now, we are too.
While the 200-day moving average is critical to the market’s uptrend, holding above support from the December lows is vital to recovery.
explains on the blog → ow.ly/hlZC50NlC72
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Could the rising risk of recession be exacerbated by the increased likelihood that banks will limit their lending?
speaks with on the trajectory of consumer spending ⬇️
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Yesterday, joined 's First Quarter North Carolina Economic Forecast to discuss North Carolina's economy and the recent economic climate.
Learn more ⬇️
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Following Silicon Valley Bank's collapse, some wonder if there's a systemic risk of bank troubles or failures.
Quincy Krosby joins to discuss ⬇️ ow.ly/L5Cq50NlhxE
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The European Central Bank went ahead with an expected hike of 50 basis points Thursday morning.
In , Quincy Krosby explains why the ECB is a "rules-based" central bank, unlike the Federal Reserve which has more flexibility ⬇️
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Watch now: From Silicon Valley Bank to Credit Suisse, discusses the recent bank failures, suggestions of what to do next and if another shoe is about to drop → ow.ly/rvlN50Nk2J5
#LPLStreetView
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While the market is under pressure with Credit Suisse, the specific inflation-related news should help assure the Federal Reserve that its campaign to quell inflation is moving in the right direction.
More from Quincy Krosby in ⬇️
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Recession fears are rising after the scares within the banking sector.
Although our base case has the Federal Reserve hiking rates next week, says the turmoil in short-term dollar borrowing may force the Fed to pause ⬇️
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Commercial banks have a far bigger capital cushion to withstand losses, with cash making up 14% of their assets, compared with 3% at the start of the financial crisis.
More from in ⬇️
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As the market was digesting the Silicon Valley Bank failure, Credit Suisse became another financial stressor.
breaks down what we know, what it could mean and some investment ideas investors may want to consider → ow.ly/J4pR50Nk1hu
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The Federal Reserve needs to balance financial stability risks with elevated inflation.
We expect another hike of 0.25% next week, but with signs the economy is weakening, rate hikes may soon end.
More from on the blog → ow.ly/Sp7i50NjkKI
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In the latest episode of #LPLMarketSignals, and Quincy Krosby discuss:
▪️ Implications of the SVB collapse
▪️ Assess the risk of contagion
▪️ Compare this situation to 2008
Watch here: ow.ly/SCW350NiK85
Download wherever you get your podcasts.
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Our latest #LPLMarketSignals podcast is out. Quincy Krosby and I discuss implications of the Silicon Valley Bank collapse, assess contagion risk, compare the situation to 2008, and review asset allocation views. Thanks for tuning in!
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Today on the blog, shares 3 implications of the latest inflation release and what they mean for investors.
Read it, here 👇
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Many economists expect the Fed will continue to raise rates next week, albeit at a slower pace. That's in part because federal regulators stepped in to shore up the banking system & backstop all deposits at SVB.
weighs in with
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. Chief Technical Strategist, , said higher interest rates tend to help the banking sector overall as banks’ net interest margins expand, but that’s limited when the yield curve is inverted.
Read his full comments in
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Investors flocked to the safety of Treasurys on Monday in a manner not seen since the 1987 stock-market crash.
The move into the Treasury market reflects concern that attempts to calm investor anxiety won’t work, Quincy Krosby told .
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Even amid current banking scares, the Fed will still prioritize price stability over growth and likely hike rates by 0.25% at the upcoming meeting, tells .
Read his comments here ⬇️
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A popular adage in the market is that once it starts, the Fed will keep raising rates until something breaks. But even with the turmoil in the banking industry, markets largely expect the Fed to keep hiking.
Quincy Krosby shares insights with .
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