“Updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”
“Updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”
“After a substantive increase in the first months of 2018, real yields have slowly declined, a positive indicator for stock and bond markets, as they suggest lower true cost of debt for domestic companies.”
“The February 2018 market correction caught many investors off guard, but the longer-term trend remains higher.”
“CPI and PPI moved higher in March, but inflation remains manageable.”
“Despite last week’s market weakness, we believe the economy remains on positive footing.”
“Spreads across various sectors of fixed income are signaling that areas of recent stress are receding, a positive omen for bonds and stocks alike.”
“Economic reports released in March 2018, largely reflecting economic activity in February, rebounded from subpar data released in February, putting the economy on track for solid but not spectacular first quarter growth. “
“We preview what we expect may be a very strong earnings season and highlight some key dynamics we will be watching.”
“While the month of April has opened with some volatile market swings, we should remain focused on the underlying drivers that have a longer-term impact on the markets and economy.”