While optimism surrounding the reopening is certainly understandable, LPL Research takes a look to see if sentiment is flashing a near-term contrarian warning sign for stocks.
Research
The Earnings Boom Is Here | Weekly Market Commentary | April 12, 2021
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.
Raising Forecasts…Again | Weekly Market Commentary | April 5, 2021
LPL Research revises previous forecasts to better reflect the growing optimism of an economy on the rebound.
Client Letter | Spring Into A Positive Outlook | April 1, 2021
Developments in the economy and the fight against the virus are likely to provide the ingredients for a positive outlook through the remainder of the year.
The Brink of an Inflation Crisis? | Weekly Market Commentary | March 29, 2021
LPL Research explains why any upticks in inflation will ultimately prove transitory.
Second Year Of The Bull Market Begins | Weekly Market Commentary | March 22, 2021
LPL Research discusses the end of the bear market and the trends of a bull market in year two.
March Madness: Stock Market Edition | Weekly Market Commentary | March 15, 2021
With the NCAA college basketball tournament getting underway this week, LPL Research is getting in the spirit with its own version of March Madness.
Global Portfolio Strategy | March 9, 2021
We favor stocks over bonds based on expectations for economic growth, a strong rebound in corporate profits, and increased COVID-19 vaccine distribution.
Rising Rates and Stock Market Performance | Weekly Market Commentary | March 8, 2021
LPL Research discusses the impact rising rates may be having on stocks and how an improving growth outlook may be good for stock performance.
Client Letter | The Return of Normal is Approaching | March 4, 2021
The US economy may soon recover its lost output from 2020 and the backdrop for stocks remains favorable.