NEWS & INSIGHTS

November 25, 2024

A Basket of Uncertainty Bolsters the Dollar

Quincy Krosby, PhD, Chief Global Strategist, LPL Financial
Joshua Cline, Associate Analyst, LPL Financial

The dollar’s continued climb higher has been predicated on a host of factors — including the rise in geopolitical risk and the dollar’s safe haven status as inflows have picked up markedly, uncertainty with regard to the Federal Reserve’s (Fed) interest rate move in December, a solid domestic economic landscape with inflation still “sticky,” a weakening euro as expectations suggest the potential for a stronger rate cut, and questions regarding the inflationary implications of the Trump administration’s tariff agenda. With more questions than answers, the dollar’s ascent is expected to continue — or level off — until there’s more definitive information regarding the extent of tariffs, and on the other side of the equation, the effect of retaliatory tariffs. Global capital markets seek clarity, particularly the currency market.

View Article

TRADE, TARIFFS and INFLATION

November 18, 2024

View Article

ELECTION DAY TAKEAWAYS

November 11, 2024

View Article

ELECTION STOCK MARKET PLAYBOOK

November 4, 2024

View Article

WHAT SCARES US ABOUT THE ECONOMY AND MARKETS

October 28, 2024

View Article

Q3 EARNINGS SHOULD BE FINE, BUT EXPECTATIONS BEYOND THIS QUARTER ARE HIGH

October 21, 2024

View Article

HAPPY TWO-YEAR B-DAY BULL MARKET – HERE’S TO A THIRD!

October 14, 2024

View Article

JUST WHEN WE RECALIBRATED, ANOTHER SHOCK ARRIVED

October 7, 2024

View Article

GOLD RALLY IS NO FLASH IN THE PAN

September 30, 2024

View Article

POLICY CROSSCURRENTS: POTENTIAL MARKET IMPACTS

September 23, 2024

View Article

ELECTION IMPLICATIONS ON THE MUNICIPAL MARKET

September 16, 2024

View Article

SECOND QUARTER EARNINGS RECAP: GOOD, NOT GREAT

September 9, 2024

View Article

ITS GO TIME FOR THE FEDERAL RESERVE

August 26, 2024

View Article

STOCK AND BOND MARKET FAQs FROM THE FIELD

August 19, 2024

View Article

PULLBACKS ARE COMMON BUT PAINFUL

August 12, 2024

View Article

THOUGHTS ON GLOBAL SELLOFF AND THE DOLLAR’S PATH TO DECOMPRESSING

August 5, 2024

View Article

KEY THEMES FOR BONDS IN THE SECOND HALF OF 2024

July 22, 2024

View Article

DOUBLE-DIGIT EARNINGS GROWTH ON TAP

July 1, 2024

View Article

ARTIFICIAL INTELLIGENCE: THE ANTIDOTE TO FED POLICY

June 24, 2024

View Article

KEEP CALM AND CLIP BOND COUPONS

June 17, 2024

View Article

INDIA AT THE CROSSROADS

June10, 2024

View Article

ADJUSTING THE SECTOR SAILS

June 3, 2024

View Article

EARNINGS ARE DOING THEIR PART

May 28, 2024

View Article

HOW’S IT GOING?  DEPENDS ON WHO YOU ASK

May 20, 2024

View Article

PREFERRED SECURITIES: STILL OUR PREFERRED NON-CORE BOND SECTOR

May 13, 2024

View Article

SELL IN MAY? MAYBE NOT

May 6, 2024

View Article

THAT WAS QUITE A WEEK

April 29, 2024

View Article

THE EVER-CHANGING MARKET NARRATIVE

April 22, 2024

View Article

REVISITING ENERGY

April 15, 2024

View Article

WHAT TO WATCH THIS EARNINGS SEASON

April 8, 2024

View Article

IPOs AS A MARKET TELL

April 1, 2024

View Article

NAVIGATING THE STRATEGIC INVESTING LANDSCAPE

March 25, 2024

View Article

A BUSY (AND PERHAPS HISTORIC) WEEK FOR CENTRAL BANKS

March 18, 2024

View Article

GOLD SHINES BRIGHTER THAN EVER

March 11, 2024

View Article

SUPER SIX DRIVES SOLID EARNINGS SEASON

March 4, 2024

View Article

BUYBACKS ARE BACK

February 26, 2024

View Article

TREASUIRES: WHO’S BUYING AND WHY IT MATTERS

February 20, 2024

View Article

OUTLOOK FOR U.S. ECONOMY CONTINUES TO BRIGHTEN

February 12, 2024

View Article

WILL THE JANUARY BAROMETER COME THROUGH?

February 5, 2024

View Article

IS TOO MUCH OPTIMISM PRICED IN?

January 29, 2024

View Article

WILL SHIPPING DISRUPTIONS ALTER FED PLANS

January 22, 2024

View Article

MAGNIFICENT SEVEN AND MARGINS ARE KEYS TO Q4 EARNINGS SEASON

January 16, 2024

View Article

CHINA 2024 FACES DEMANDING CHALLANGES

January 8, 2024

View Article

LEASONS LEARNED IN 2023

January 2, 2024

View Article

KEY EQUITY THEMES FOR 2024

December 18, 2023

View Article

DISCORD IN THE OPEC+ OIL PATCH

December 11, 2023

View Article

MARKET OPPORTUNITIES AMID AN ECONOMIC ROTATION

December 4, 2023

View Article

ANATOMY OF A MARKET RALLY

November 20, 2023

View Article

IS THE STOCK MARKET CORRECTION OVER?

November 13, 2023

View Article

CAN MUNI INVESTORS CATCH A BREAK? WE THINK SO

November 6, 2023

View Article

CAN SOMETHING GOOD COME FROM A CRISIS

October 23, 2023

View Article

EARNINGS HOPE TO KEEP THIS ONE-YEAR-OLD BULL MARKET GOING

October 16, 2023

View Article

HIGHER FOR LONGER – UPDATING OUR TREASURY FORECAST

October 9, 2023

View Article

PROSPECTS FOR A FOURTH QUARTER RALLY

October 3, 2023

View Article

IS INDIA THE NEW CHINA?

September 15, 2023

View Article

BUY JAPAN, HOLD U.S., SELL EUROPE

September 18, 2023

View Article

THE GROWING LIST – AND POLITICIZATION OF BRICS AND FRIENDS

September 11, 2023

View Article

WHAT IS NORMAL?

September 5, 2023

View Article

LESSONS LEARNED FROM THE GRAND TETONS

August 28, 2023

View Article

PULLBACK PERSPECTIVE

August 21, 2023

View Article

HOW THIS U.S. DEBT DOWNGRADE IS
DIFFERENT FROM 2011

August 14, 2023

View Article

KEY EARNINGS SEASON TAKEAWAYS

August 7, 2023

View Article

A CLOUDY OUTLOOK MAKES FOR CHOPPY MARKETS

July 31, 2023

View Article

EARNINGS NEED TO DO SOME HEAVY LIFTING TO KEEP THIS RALLY GOING

July 17, 2023

View Article

NEW BULL MAY NEED A BREATHER

June 26, 2023

View Article

MARKET RESPONSES TO FED (IN)ACTION

June 20, 2023

View Article

FOMC PREVIEW: SKIP, PAUSE, OR HIKE?

June 12, 2023

View Article

CLOSING OUT OUR EQUITIES OVERWEIGHT

June 5, 2023

View Article

WILL HISTORY RHYME? A FED PAUSE HAS BEEN GOOD FOR FIXED INCOME

May 22, 2023

View Article

EARNINGS UPDATE: BETTER THAN FEARED

May 15, 2023

View Article

KING DOLLAR STILL RULES

May 8, 2023

View Article

SELL IN MAY

May 1, 2023

View Article

DRAINING THE LIFEBLOOD OF THE ECONOMY

April 24, 2023

View Article

A CLOSER LOOK AT COMMERICAL REAL ESTATE

April 17, 2023

View Article

WHO IS RIGHT, FED OR MARKETS?

April 3, 2023

View Article

THE 36-HOUR SVB COLLAPSE AND HIERARCHY OF BLAME

March 27, 2023

View Article

WADING THROUGH FINANCIAL STABILITY RISKS: AN ACTION PLAN

March 20, 2023

View Article

LATEST EQUITY ASSET ALLOCATION VIEWS

March 13, 2023

View Article

NO LANDING = NO SENSE

March 6, 2023

View Article

DEBT CEILING PRIMER

February 27, 2023

View Article

WHAT’S CHANGED AND WHAT IT COULD MEAN

February 21, 2023

View Article

TRYING TO STICK THE LANDING

February 13, 2023

View Article

BRIGHTENING OUTLOOK FOR INTERNATIONAL EQUITIES

February 6, 2023

View Article

WILL JANUARY HIT THE TRIFECTA?

January 30, 2023

View Article

A FIESTY BULL-BEAR DEBATE

January 23, 2023

View Article

Q4 EARNINGS PREVIEW: PESSIMISM MAY BE OVERDONE

January 17, 2023

View Article

LESSONS LEARNED IN 2022

January 9, 2023

View Article

2023 MARKET OUTLOOK

January 3, 2023

View Article