The resilience of the US economy continues to exceed our expectations. With encouraging progress toward ending the pandemic, and massive fiscal stimulus in place—and more likely coming soon, our prior economic growth forecasts may prove overly
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Negative yielding debt has been one of the most extraordinary and peculiar consequences of global monetary policy initiatives, turning the basic premise of fixed income investing upside down. Instead of one party lending another party money, and the
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New Street View Video Delivers a Message in a Bottle
LPL Research Chief Investment Officer Burt White contends there is one metric above all others that may tell us how well the economy is doing. “Message In A Bottle” is ap
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Index Performance
US and International Equities
This month provided mixed results for the major market indexes. The Dow Jones and S&P 500 ended the month lower. The Nasdaq Composite continued its run in
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Stocks got off to a nice start in 2021, until the late January selloff, as everyone got GameStop fever. Should bulls worry about what a down January might mean for the rest of 2021?
There’s an old adage on Wall Street that suggests
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“In the short term, the market is a popularity contest. In the long term, the market is a weighing machine.” -Warren Buffett
The incredible action from some of the most heavily shorted names has investors everywhere wondering
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2021 kicks off the first year of a new four-year presidential cycle. One of the most popular questions we’ve received lately is how have stocks performed historically during this political year.
For starters, the S&P 500 Index
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Today Joe Biden becomes the 46th President of the United States. We’ve already looked forward at what his presidency, coupled with a blue wave in Congress, could mean for policy in Market Policy Projections for 2021, so today we take a look bac
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This earnings season likely will be the last of the earnings recession. After year-over-year declines in the first three quarters of 2020, the fourth quarter likely will make it four in a row. Looking ahead, earnings are likely to grow solidly in the
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Heading into 2020, we maintained our preference for growth stocks as we believed that earnings growth would become harder to come by as the economic cycle aged, and their robust earnings growth was greatly appealing. These same growth stocks bucked h
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