Weekly Market Commentary

LPL Research Weekly Market Commentary

Get weekly stock market updates from top LPL Financial research strategists. Stay up-to-date on financial market trends and understand stock market predictions.

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Ambling Along in 2020

December 09, 2019

LPL Research

U.S. economic growth has slowed in 2019, but the economy is still growing, driven mainly by the U.S. consumer. We outline why we believe the economy will continue growing through 2020.

Technicals Check-In

December 02, 2019

LPL Research

Market momentum, global participation, and technical support all provide reasons to think gains may not be over for 2019. While volatility is always possible, record highs need not be feared, and seasonal tendencies may remain a tailwind.

Have We Hit the Earnings Bottom?

November 25, 2019

LPL Research

Corporate earnings declined year over year in the third quarter, but results still exceeded expectations. We remain optimistic that earnings growth has bottomed and is poised to accelerate.

Recession Watch

November 18, 2019

LPL Research

We take a look at what we call the “five forecasters” economic indicators to see if any cracks are forming in the economic expansion and its accompanying bull market.

A Tale of Two Economies

November 11, 2019

LPL Research

Consumer spending has powered the U.S. economy this year as businesses curb investments. We expect growth to slow next year, but a strong U.S. labor market and solid consumer spending will likely fend off a recessionary environment.

Best Six Months of the Year

November 04, 2019

LPL Research

November through April historically have been the best six months of the year to own stocks. Recent S&P 500 highs, continued economic growth, and a healthy consumer could help drive stock gains again.

Market Tricks and Treats

October 28, 2019

LPL Research

The stock market has been hovering near record highs despite an assortment of economic and geopolitical risks. Risks that might spook the markets include trade tensions, bond markets, U.S. manufacturing, Fed policy, and geopolitical concerns.

Seasonal (Tail)Winds

October 21, 2019

LPL Research

Stocks have been on a bumpy path, but we just entered one of the market’s historically strongest periods. Some headwinds still prevail, but we expect them to be temporary speedbumps for this bull market.

Earnings May See Better Days Ahead

October 14, 2019

LPL Research

Corporate earnings growth has slowed, weighed down by concerns over tariffs and ongoing trade uncertainty. However, we’re optimistic that progress on trade will occur and earnings growth could pick up. We think better times lie ahead.

Policy Uncertainty Intensifies

October 07, 2019

LPL Research

Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies, contributing to investor concerns about uncertainty. Policy uncertainty will likely persist, but we think financial markets will climb this wall of worry.

Global Economy Muddles Along

September 30, 2019

LPL Research

The U.S. economy continues to perform well compared to the rest of the developed world and is still exhibiting growth near its long-term trend. The outlook in other developed economies is not quite as bright.

Central Banks Are Back

September 23, 2019

LPL Research

In the last two years we’ve seen the return to central bank dominance, particularly by the U.S. Federal Reserve, which has significant implications for global markets.

The Curious Case Of Negative Yields

September 16, 2019

LPL Research

There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives. While maintaining respect for global money flows, we believe the combination of economic fundamentals, domestic monetary policy, and a widening federal budget deficit limit the prospects for sub-zero yields in the United States.

Corporate Earnings Outlook

September 09, 2019

LPL Research

We lowered our 2019 earnings growth forecast for the S&P 500 due to increased risk to economic growth and corporate profits from the ongoing U.S.-China trade conflict. Until we get clarity on trade, we believe earnings likely will continue to grow but only modestly.

U.S. Treasuries and the Yield Curve

September 03, 2019

LPL Research

We reduced our year-end forecast range for the 10-year U.S. Treasury yield because of what we consider the somewhat curious aspects of the domestic and global macroeconomic environments.

LPL’s U.S. Real GDP Forecast Change

August 26, 2019

LPL Research

We reduced our forecast for U.S. real GDP, yet we still believe the U.S. economy is in much better shape than the rest of the developed world.

The New (AB) Normal

August 12, 2019

LPL Research

LPL Financial Research believes the fundamentals of the economy — corporate profits, interest rates, and inflation — will put a floor under the stock market before this pullback gets much worse.

Tweaking Our Forecasts

August 19, 2019

LPL Research

LPL Research is tweaking its 2019 forecasts to reflect increased risk to economic growth and corporate profits from the ongoing trade conflict between the United States and China.