First quarter earnings season was truly remarkable and we lifted our earnings forecasts and our year-end S&P 500 Index fair value target rang.
Global Portfolio Strategy | May 11, 2021
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Research
Client Letter | Out of the Shadows | May 6, 2021
Progress against the virus combined with historic stimulus measures have helped the U.S. economy storm back from pandemic lockdown-driven lows.
Time To Sell In May? | Weekly Market Commentary | May 3, 2021
LPL Research notes some possible reasons for a pause in the rally and why any potential pullbacks won’t last very long.
Is All The Good News Priced In? | Weekly Market Commentary | April 26, 2021
LPL Research believes investors are appropriately optimistic, given the improving economy, the pace of vaccinations, fiscal stimulus, and surging earnings.
Peak Optimism? | Weekly Market Commentary | April 19, 2021
While optimism surrounding the reopening is certainly understandable, LPL Research takes a look to see if sentiment is flashing a near-term contrarian warning sign for stocks.
The Earnings Boom Is Here | Weekly Market Commentary | April 12, 2021
The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season.
Raising Forecasts…Again | Weekly Market Commentary | April 5, 2021
LPL Research revises previous forecasts to better reflect the growing optimism of an economy on the rebound.
Client Letter | Spring Into A Positive Outlook | April 1, 2021
Developments in the economy and the fight against the virus are likely to provide the ingredients for a positive outlook through the remainder of the year.
March Madness: Stock Market Edition | Weekly Market Commentary | March 15, 2021
With the NCAA college basketball tournament getting underway this week, LPL Research is getting in the spirit with its own version of March Madness.
Global Portfolio Strategy | March 9, 2021
We favor stocks over bonds based on expectations for economic growth, a strong rebound in corporate profits, and increased COVID-19 vaccine distribution.