Q4 2020 earnings season may be the last in this earnings recession, and earnings may start to grow in 2021.
Research
Global Portfolio Strategy | January 12, 2021
We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Market Policy Projections for 2021 | Weekly Market Commentary | January 11, 2021
LPL Research explores policy changes affecting the stock markets in 2021, including taxes, regulation, and stimulus prospects.
Client Letter | 2021 Brings a Fresh Start | January 7, 2021
The US economy has made tremendous progress in its recovery and is poised to continue growing despite ongoing impacts from COVID-19.
10 Economic Lessons from 2020 | Weekly Market Commentary | January 4, 2021
LPL Research reviews 2020, the longest economic expansion and shortest recession on record, massive stimulus, low Treasury yields, and elections.
A New Economic Start in 2021 | Weekly Market Commentary | December 21, 2020
LPL Research looks at what’s in store for the economy, global GDP, and small businesses in 2021.
Stocks and Bonds Outlook for 2021 | Weekly Market Commentary | December 14, 2020
Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bonds.
Global Portfolio Strategy | December 9, 2020
Stocks rose sharply in November after falling the prior two months, as the S&P 500 Index returned nearly 11%.