Weekly Commentary

Downside Risk Remains

Stocks fell last week, and many blamed the drop on high stock valuations, Federal Reserve Chairman Jerome Powell's gloomy outlook, and rising US-China tensions. ...

A Recession Is Here

The economy has halted for the past several weeks, and with it the longest economic expansion ever has ended, meaning we are now in a recession. ...

Marketing Bottoming Process Continues

Stock market volatility has remained high as investors continues to closely track COVID-19 containment efforts while getting a glimpse into how damaging travel restrictions, stay-at-home orders, and social distancing have been on the US economy. ...

Road To Recovery Playbook

To guide long-term investors toward what to focus on in order to hone in on that timing and those potential buying opportunities, LPL Research has compiled a Road to Recovery Playbook. ...

The Bull Turns 11

As the coronavirus continues to scare global markets, it would be easy to forget that the current bull market started 11 years ago today. ...

Productivity Bounces

Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019's fourth quarter productivity may be a step in the right direction. ...

Global Gets Going

Stocks in developed markets outside the United States have underperformed those in the United States almost without interruption for the last decade. ...

Earnings Are All About 2020

Earnings growth was largely absent in 2019, but we expect it to pick up in 2020. With stock valuations elevated, we think earnings hold the key to pushing stocks higher this year. ...

Assessing Geopolitical Risk

The United States' airstrike January 3, 2020, near Baghdad, Iraq, that killed a top Iranian military general was a major escalation in Mideast tensions. Iran's retaliatory strike January 8 sent a message, but additional responses can't be ruled out. ...