The Executive Summary highlights key themes and LPL Research economic and market forecasts from Midyear Outlook 2018: The Plot Thickens
The Executive Summary highlights key themes and LPL Research economic and market forecasts from Midyear Outlook 2018: The Plot Thickens
The LPL Research Midyear Outlook 2018: The Plot Thickens provides insightful commentary to help you navigate the rest of the year.
The LPL Research team proudly presents the Midyear Outlook 2018: The Plot Thickens, with investment insights and market guidance covering the rest of the year.
“Economic reports released in June 2018, largely reflecting economic activity in May, showed continued solid economic growth in the U.S. and provided evidence of a pickup in growth from seasonally weak first quarter levels.”
Although we believe investors will be spared an all-out trade war, spreads across fixed income sectors are pointing to heightened trade concerns.
Trade tensions between the U.S. and China have escalated in the last month, but negotiation still remains the main path forward.
Escalating trade tensions have made for a difficult investing environment.
The BOJ meeting last week was a nonevent, as expected, but last week’s Fed and ECB meetings gave investors some minor surprises.
Increased business capital expenditures, or “capex,” remain one of the most important pieces for improving the long-term growth trajectory of the U.S. economy.
Capital investment is accelerating, a trend we believe should continue.