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
Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened...
Recent Posts
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
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