Weekly Commentary

Election Preview

2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors' minds. ...

The Future Of Fixed Income

Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move. The pandemic-driven demand shock, the Federal Reserve, and disinflationary pressures may likely keep yields...

5 Reasons We Favor US Stocks

Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index relative to the S&P Index in late May through early June and the latest weakness in the US dollar are noteworthy. ...

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. ...