We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.
Global Portfolio Strategy | February 9, 2021
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Research
Raising GDP and Stock Market Forecasts | Weekly Market Commentary | February 8, 2021
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
Client Letter | Stay The Course | February 4, 2021
The US economy continues to make steady progress in its recovery despite any short-term volatility.
Markets Shrug Off Debt Levels | Weekly Market Commentary | February 1, 2021
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.
Small Caps Still Solid | Weekly Market Commentary | January 25, 2021
Small cap stocks have outperformed large cap stocks, suggesting the early stages of new economic cycle.
Earnings Recession is Likely Over | Weekly Market Commentary | January 19, 2021
Q4 2020 earnings season may be the last in this earnings recession, and earnings may start to grow in 2021.
Global Portfolio Strategy | January 12, 2021
We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Market Policy Projections for 2021 | Weekly Market Commentary | January 11, 2021
LPL Research explores policy changes affecting the stock markets in 2021, including taxes, regulation, and stimulus prospects.
Client Letter | 2021 Brings a Fresh Start | January 7, 2021
The US economy has made tremendous progress in its recovery and is poised to continue growing despite ongoing impacts from COVID-19.
10 Economic Lessons from 2020 | Weekly Market Commentary | January 4, 2021
LPL Research reviews 2020, the longest economic expansion and shortest recession on record, massive stimulus, low Treasury yields, and elections.