Latest Thoughts
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. ...
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. ...
There is a growing debate over whether an expanding economy, in conjunction with historic fiscal and monetary stimulus, may cause inflation to overheat. ...
The bear market ended one year ago this week, finishing one of the fastest and most viscous bear markets of all time-one that led to a drawdown of 34%. ...
With the NCAA college basketball tournament getting underway this week, LPL Research is getting in the spirit with its own version of March Madness. ...
The 10-year Treasury yield continues to climb higher, but remains low by historical standards. ...
Fourth-quarter earnings season is in the home stretch, and it's been a good one. ...
Scott and Chris discuss SPAC and the trends we are seeing in the market....
Increasingly more people realize that their stability concerns can be address through their investments. ...
Interest rates have risen steadily over the past six months but remain low by historical standards. ...
The resilience of the US economy continues to exceed our expectations. ...
The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus in response to the pandemic, and it may jump again as the Biden administration targets its stimulus goals. ...
Small caps have had an incredible run since the Russell 2000 Index bottomed on March 18, 2020, returning 119% compared to the S&P 500 Index's 60% return over the period. ...
This earnings season will likely be the last of the earnings recession. ...
As a result of the Senate runoffs in Georgia, Democrats are poised to take control of the US Senate, which would give them a majority in both houses of Congress. ...
2020 was a year characterized by the outbreak of a global pandemic, which captivated the world and shocked the global economy and financial markets. ...
After modest growth to begin 2020, the economy screeched to a halt as the onset of the pandemic ended the longest economic expansion ever. ...
Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bonds. ...
To say that 2020 was a wild year would be an understatement. ...
A new wave of COVID-19 cases threatens to trip up the economy. ...