After a remarkable performance during first-quarter earnings season, delivering an encore that will please investors will be tough.
Research
Client Letter | Midyear Outlook 2021 Picking Up Speed | July 8, 2021
Markets are always forward looking, and in LPL Research’s Midyear Outlook 2021 Picking Up Speed, we help you keep your eyes on the road ahead.
Three Things That Worry Us | Weekly Market Commentary | June 28, 2021
LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.
Inflation And What the Fed Is Saying | Weekly Market Commentary | June 21, 2021
Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.
Sustainable Investing Becoming Mainstream in Fixed Income | Weekly Market Commentary | June 14,2021
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic…
Global Portfolio Strategy | June 9, 2021
We expect stocks to continue to grow into their valuations on the back of tremendous earnings momentum as the economy fully reopens, vaccine distribution…
Policy Shifts May Challenge Market | Weekly Market Commentary | June 7,2021
Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues.
Client Letter | Gearing Up for Summer | June 3, 2021
As we move into June, we see a path to normalcy coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time...
Proceed With Caution in the Bond Market | Weekly Market Commentary | June 1, 2021
Long-term interest rates have traded sideways recently, but LPL Research argues that high-quality bonds can play a pivotal role in mitigating equity risk.
Stock Market Gains Likely To Slow | Weekly Market Commentary | May 24, 2021
As this bull market gets a little older, the pace of stock market gains will likely slow, but a strong economic recovery lies ahead as the reopening continues.