Each week the LPL Financial Research team assembles thoughtful insight on market news. Check back here every week for the latest news on markets, economy, and investments.
January 18, 2022
The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently.
January 10, 2022
As 2022 begins, it looks like that number may end up higher than the latest LPL Research estimate of $205, one of the biggest earnings upside surprises ever and a big reason why stocks did so well last year.
January 3, 2022
Welcome to the New Year for markets, when year-to-date returns all reset to 0% and the year ahead is still a blank slate.
December 27, 2021
We expect interest rates to move modestly higher in 2022 based on near-term inflation expectations above historical trends and improving growth expectations once the impact of COVID-19 variants recede.
December 20, 2021
We expect solid economic and earnings growth to help stocks deliver gains in 2022. When forecasting stock market performance, we start with the economic cycle.
December 13, 2021
We believe pent-up demand, gradual improvement in supply chain challenges, solid labor force growth, and productivity gains will all contribute to another year of above-trend economic growth in 2022.
December 6, 2021
Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty.
November 22, 2021
There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls. In fact, in many ways it could go down as one of the best years ever.
November 15, 2021
After an upside inflation surprise in October, it’s clear that peak inflation may still be ahead, possibly even pushing into 2022. While the Federal Reserve (Fed) maintains its position that elevated inflation will be transitory, we have yet to see progress.
November 8, 2021
Since we began our investing careers, we’ve had the concept of diversification drilled into our heads. Some refer to it as the only free lunch in investing. Well, when it comes to geography, that advice hasn’t been helpful for some time (you could say the same about value-style investing).
November 1, 2021
With Halloween over the weekend, what better to write about this week than what scares us? If our positive near-term market outlook proves to be overly optimistic, we believe one—or perhaps more than one—of these five things may spook the markets.
October 25, 2021
The S&P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way. Certainly nobody should be upset with that return if that was all 2021 brought us.
September 20, 2021
Until recently, we expected the 10-year Treasury yield to end the year between 1.75% and 2.0%. Now, however, there are two key elements suggesting we are unlikely to see significantly higher interest rates by year end: The Delta variant’s impact on economic growth expectations, and the continued demand for U.S. Treasuries by foreign investors. As such, our new year-end target for the 10-year Treasury yield is between 1.50% and 1.75%.
September 13, 2021
LPL Research explores a few policy-related risks that may increase market volatility in the near-term but maintain the fundamental backdrop for the economy remains strong.
AUGUST 30, 2021
2021 has been an amazing year for stocks, with the S&P 500 up approximately 20% for the year without so much as a 5% pullback. Additionally, it has made 52 new all-time highs so far.
AUGUST 23, 2021
The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months. The term is often associated with the 1970s, which saw runaway inflation—largely driven by sky-high energy prices—and lackluster economic growth.
AUGUST 16, 2021
Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly. S&P 500 earnings growth did not surprise by quite as much as in the first quarter, but came pretty close.
AUGUST 09, 2021
LPL Research shares some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.
August 02, 2021
July 26, 2021
LPL Research talks about a few things that have surprised them with markets, policy, and the economy in 2021.