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.
Research
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%.
Revisiting Our 10-Year Treasury Yield Forecast | Weekly Market Commentary | September 20, 2021
LPL Research examines two key elements that prompted us to slightly lower our year-end forecast for the 10-year Treasury yield.
Policy Risks Loom But Clarity Ahead | Weekly Market Commentary | September 13, 2021
Don’t get caught up in the drama: Upcoming risks and strengths.
Global Portfolio Strategy | September 9, 2021
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…
Client Letter | The Bull Market Continues | September 2, 2021
The resiliency of the economy continues to surprise and delight us better than our highest expectations for the year.
Poking The Bear | Weekly Market Commentary | August 30, 2021
LPL Research explores five things that some bears believe that do not worry us.
Why Stagflation Isn’t in the Cards | Weekly Market Commentary | August 23, 2021
We remain skeptical that either runaway inflation or low growth are right around the corner, much less both at the same time.