Markets may be on the cusp of another rotation to value as global growth picks up, but we still favor the U.S. in 2022.
Research
Client Letter | Many Reasons to be Thankful | November 4, 2021
Although the past year and a half has tested us all, there are still many reasons to be thankful.
5 Things That Might Spook Markets | Weekly Market Commentary | November 1, 2021
LPL Research faces five culprits that could potentially scare markets in the near-term.
Bullish Setup Into Year-End | Weekly Market Commentary | October 25, 2021
LPL Research looks at the bullish setup for equities amid improving technicals and seasonal tailwinds.
Q3 Earnings Preview: Less Upside | Weekly Market Commentary | October 18, 2021
LPL Research expects solid earnings gains during the third-quarter earnings season, but upside surprises may be smaller.
Answering the Top Debt Ceiling Questions | Weekly Market Commentary | October 11, 2021
LPL Research examines the debt ceiling—its role in government financing, the market, and the economy.
Global Portfolio Strategy | October 11, 2021
October gets a bad rap—but it has historically been the best one for stocks and we see further (but modest) gains for stocks over the rest of the year.
Client Letter | Change May Bring Opportunities | October 7, 2021
Change is disruptive but it also brings opportunities for the next leg higher for this bull market.
Early Thoughts on 2022 | Weekly Market Commentary | October 4, 2021
With the fourth quarter underway—historically the best quarter for stocks, by the way—2022 is fast approaching.
To Z Or Not To Z | Weekly Market Commentary | September 27, 2021
LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25–6.75% to 5.75 6.25%.