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.
Month: June 2021
Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts.
We expect stocks to continue to grow into their valuations on the back of
tremendous earnings momentum as the economy fully reopens, vaccine
distribution continues, COVID-19 cases plummet in the United States, and
stimulus spending continues to work its way through the economy.
tremendous earnings momentum as the economy fully reopens, vaccine
distribution continues, COVID-19 cases plummet in the United States, and
stimulus spending continues to work its way through the economy.
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.
Interest rates have moved off their very low levels to start the year, but we think they can go higher.
The next several months may historically be the most volatile of the year, but the U.S. economy continues to recover remarkably quickly with many positives.
