LPL Publications

LPL Publications2019-03-25T10:56:35-05:00

5 Reasons We Favor US Stocks – Weekly Market Commentary 6/22/20

Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index relative to the S&P 500 Index in late May through early June and the latest weakness in the US dollar are noteworthy. We share our latest thoughts on international equities and reiterate our positive emerging markets view.  Read entire commentary here:   https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2020/Weekly_Market_Commentary_062220.pdf

Potential Paths For Stocks In The Second Half – Weekly Market Commentary 6/15/20

Stocks staged perhaps the strongest rally in history—a more than 44% gain for the S&P 500 Index from March 23 through June 8—before pulling back about 6% late last week. With so much economic healing ahead of us and a still-uncertain path for COVID-19, the key question for investors is whether stocks are pricing in an overly optimistic scenario for the recovery in economic activity and corporate profits.  Read entire commentary here: https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2019/Weekly-Market-Commentary-06152020.pdf

Prospects for a Swoosh-Shaped Recovery – Weekly Market Commentary 6/8/20

The strongest 50-day rally in the S&P 500 Index in over 70 years has sent a signal that the economic recovery is gaining steam and may look more like a “V” than a “U,” a square root, checkmark, or swoosh. We assess the probabilities of these various scenarios for recovery and reiterate our 2020 economic growth forecasts.    https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2020/LPL%20Research_Weekly_Market_Commentary_060820.pdf