Featured Journal Entry

IS ALL THE GOOD NEWS PRICED IN?

Last week we discussed whether stock prices might be reflecting peak optimism. In that commentary we noted that while sentiment may be overly optimistic and a pickup in volatility would be totally normal, strong breadth measures suggest stocks still may have more upside. This week we tackle that same topic of peak optimism, but by...
Read More

Journal Entries

Six Surprises So Far in 2021
2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises. Below we take a look at some things that have happened so far in 2021 that have surprised the LPL Research team. To...
Read More
MIDYEAR OUTLOOK 2021: PICKING UP SPEED
It is hard to believe we have passed the halfway point of 2021. After a 2020 that would never end, the first six months of 2021 flew by. With the second half underway, we have updated our views of the markets and economy in LPL Research’s Midyear...
Read More
THREE THINGS TO WATCH THIS EARNINGS SEASON
We ran out of superlatives to describe corporate America’s stunning performance during first-quarter earnings season. Despite lofty expections, results exceeded expectations by one of the biggest margins ever. So what will companies do for an...
Read More
INFLATION AND WHAT THE FED IS SAYING
Inflation has been on the rise. Investors are not as interested in what’s happening now as they are in what’s happening next. Meanwhile, the Federal Reserve (Fed) shared its views at the conclusion of its last policy meeting on Wednesday, June 16...
Read More
SUSTAINABLE INVESTING BECOMING MAINSTREAM IN FIXED INCOME
On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors. While primarily thought of as equity-oriented...
Read More
POLICY SHIFTS MAY CHALLENGE MARKETS
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. Economic growth can compensate for the loss of government checks to households...
Read More
1 2 3 40
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram