LPL Publications

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

Raising Forecasts…Again – Weekly Market Commentary 4/5/21

The U.S. economy’s recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution, massive stimulus, and America’s desire to resume some semblance of normal daily life. Despite having raised our 2021 economic and earnings growth forecasts on February 8, we are doing so again. We are also raising—and narrowing—our 10-year Treasury yield forecast range. Our S&P 500 Index target remains unchanged.  Read entire commentary here:  https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/Weekly_Market_Commentary_040521.pdf

Are We On The Brink of An Inflation Crisis? – Weekly Market Commentary 3/29/21

There is a growing debate over whether an expanding economy, in conjunction with historic fiscal and monetary stimulus, may cause inflation to overheat. Adding to the intense debate, the Federal Reserve (Fed) has shifted its policy framework, potentially allowing inflation to run a little hotter than it has in the past. Despite vocal calls for runaway inflation, we believe that any uptick in inflation will ultimately prove transitory due to slack in the labor market and other structural forces.  Read entire commentary here:   https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/WMC%2021-03-29%20Inflation-Crisis_Final.pdf

March Madness: Stock Market Edition – Weekly Market Commentary 3/15/21

With the NCAA college basketball tournament getting underway this week, LPL Research is getting in the spirit with its own version of March Madness. Here we share our “Final Four Factors” for the stock market in 2021: Vaccines, Policy, Profits, and Rates. While we see several strong competitors in this field, we believe the likely winner of this tournament is clear, and it will push stocks higher over the balance of the year.  Read entire commentary here: https://rc.lpl.com/content/dam/rc/documents-new/Research/Publications/WMC/2021/WMC_3-15-21.pdf

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