With the fourth quarter underway—historically the best quarter for stocks, by the way—2022 is fast approaching. While a lot can still happen between now and the end of 2021, we don’t think it’s too early to start thinking about what stocks might do next year. We see a...
Research
To Z Or Not To Z | Weekly Market Commentary | September 27, 2021
LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25–6.75% to 5.75 6.25%.
Revisiting Our 10-Year Treasury Yield Forecast | Weekly Market Commentary | September 20, 2021
LPL Research examines two key elements that prompted us to slightly lower our year-end forecast for the 10-year Treasury yield.
Policy Risks Loom But Clarity Ahead | Weekly Market Commentary | September 13, 2021
Don’t get caught up in the drama: Upcoming risks and strengths.
Global Portfolio Strategy | September 9, 2021
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…
Client Letter | The Bull Market Continues | September 2, 2021
The resiliency of the economy continues to surprise and delight us better than our highest expectations for the year.
Poking The Bear | Weekly Market Commentary | August 30, 2021
LPL Research explores five things that some bears believe that do not worry us.
Why Stagflation Isn’t in the Cards | Weekly Market Commentary | August 23, 2021
We remain skeptical that either runaway inflation or low growth are right around the corner, much less both at the same time.
Global Portfolio Strategy | August 17, 2021
See LPL Research’s latest monthly market outlook in the August 2021 Global Portfolio Strategy.
Corporate America Does It Again | Weekly Market Commentary | August 16, 2021
Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly (though we humbly suggest that we may have looked less silly than most in our earnings preview on July 12). S&P 500 earnings growth did not surprise by quite as...