“History doesn’t repeat itself, but it often rhymes.” — Mark Twain

Stocks have continued their surprising strength in October, thanks to a potential thaw in the U.S.-China trade dispute. And remember, the S&P

Corporate earnings growth has ground to a halt, but we think better times lie ahead. While tariffs and ongoing trade uncertainty could delay improvement, we remain optimistic that some progress on trade will be forthcoming and earnings growth could p

Geopolitical matters¹ have complicated the tug-of-war between fiscal² and monetary³ policies and contributed to investor concerns about increased policy uncertainty. Policy uncertainty will likely persist, but we think financial markets will climb th

Well, that wasn’t the start to the fourth quarter that the bulls wanted. The S&P 500 Index has dropped at least 1% on consecutive days to start the fourth quarter for the first time in history. It was down about 3% after two days, the worst

Just like that, the S&P 500 Index fell more than 1% on the first day of October. The rough start has many investors on edge, as October is known for spectacular crashes—specifically 1929, 1987, and 2008.

On the flipside, Septem

Speaker of the House Nancy Pelosi announced last week that she would support an impeachment inquiry into President Donald Trump. We’ve received many requests from our LPL advisors asking what exactly this may mean for the stock market, and here

The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend. The outlook in other developed economies is not quite as bright, however, as unconventional and aggr

Recent stress in the short-term repurchasing (repo) market has raised concerns about a potential “liquidity crisis” in the financial system.

As shown in the LPL Chart of the Day, interest rates on repo market agreements jumpe

As shown in the LPL Chart of the Day, the 10-year Treasury yield jumped 34 basis points (0.34%) in the week ending September 13, then gave back half that gain in a 17 basis point (0.17%) slide last week. The benchmark yield hasn’t moved at leas

Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago, we’ve seen the return to central bank dominance, particularly by the U.S. Federal Reserve. This has significa