Categories
Uncategorized

Global Portfolio Strategy | February 9, 2021

The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
Categories
Uncategorized

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.
Categories
Uncategorized

Client Letter | Stay The Course | February 4, 2021

The US economy continues to make steady progress in its recovery despite any short-term volatility.
Categories
Uncategorized

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.
Categories
Uncategorized

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.
Categories
Uncategorized

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.
Categories
Uncategorized

Global Portfolio Strategy | January 12, 2021

We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Categories
Uncategorized

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.
Categories
Uncategorized

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.
Categories
Uncategorized

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.