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Weekly Market Update July 19, 2021

It is hard to believe we have passed the halfway point of 2021. After a 2020 that would never end, the first six months of 2021 flew by. With the second half underway, we have updated our views of the markets and economy in LPL Research’s Midyear Outlook 2021: Picking up Speed. Below we provide a summary of those expectations covering the economy, policy, stocks and bonds.
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Weekly Market Commentary July 12, 2021

July 12, 2021 THREE THINGS TO WATCH THIS EARNINGS SEASON Jeffrey Buchbinder, CFA, Equity Strategist, LPL Financial Ryan Detrick, CMT, Chief Market Strategist, LPL Financial We ran out of superlatives to describe corporate America’s stunning performance during first-quarter earnings season. Despite lofty expections, results exceeded expectations by one of the biggest margins ever. So what will companies do for an encore? We expect more good news this quarter as more of the economy has opene
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Weekly Market Commentary June 28, 2021

June 28, 2021 THREE THINGS THAT WORRY US Ryan Detrick, CMT, Chief Market Strategist, LPL Financial Jeff Buchbinder, CFA, Equity Strategist, LPL Financial Scott Brown, CMT, Senior Analyst, LPL Financial Markets are off to a strong start this year, with the S&P 500 Index up about 14% so far. However, most of those gains came early in the year, and many stocks have stagnated over recent months. While we remain overweight on stocks relative to bonds, this week we explore three things that worry
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Weekly Market Commentary June 21, 2021

June 21, 2021 INFLATION AND WHAT THE FED IS SAYING Barry Gilbert, PhD, CFA, Asset Allocation Strategist, LPL Financial Lawrence Gillum, CFA, Fixed Income Strategist, LPL Financial
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Weekly Market Commentary June 14, 2021

June 14, 2021SUSTAINABLE INVESTING BECOMING MAINSTREAM IN FIXED INCOME Jason Hoody, CFA, Head of Sustainable Investing, LPL Financial Lawrence Gillum, CFA, Fixed Income Strategist, LPL Financial On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors.
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Weekly Market Commentary June 7, 2021

June 7, 2021 POLICY SHIFTS MAY CHALLENGE MARKETS Barry Gilbert, PhD, CFA, Asset Allocation Strategist, LPL Financial Ryan Detrick, CMT, Chief Market Strategist, LPL Financial
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Weekly Market Commentary June 1, 2021

June 1, 2021 PROCEED WITH CAUTION IN THE BOND MARKET Lawrence Gillum, CFA, Fixed Income Strategist, LPL Financial Ryan Detrick, CMT, Chief Market Strategist, LPL Financial After one of the worst starts to a year for fixed income, returns may not get much better from here. Long-term interest rates have traded sideways recently but we expect rates to potentially rise further, which would put downward pressure on bond prices. We’re not giving up on high-quality fixed income though, as Treasur
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Weekly Market Commentary May 24, 2021

May 24, 2021 STOCK MARKET GAINS LIKELY TO SLOW Jeffrey Buchbinder, CFA, Equity Strategist, LPL Financial Ryan Detrick, CMT, Chief Market Strategist, LPL Financial
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Weekly Market Commentary May 17, 2021

May 17, 2021 ECONOMY PICKING UP SPEED The economic recovery continues, as the recipe of vaccines, the reopening, and record stimulus all have combined to produce what should be one of the best years for growth ever. Although some economic indicators could be peaking or about to peak, the stage is set for this cycle of growth to continue for many years, which may surprise some investors. We discuss why inflation might be in the headlines, but still shouldn’t be a major worry for investors.
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Weekly Market Commentary May 10, 2021

May 10, 2021 AMAZING EARNINGS SEASON Jeffrey Buchbinder, CFA, Equity Strategist, LPL Financial Ryan Detrick, CMT, Chief Market Strategist, LPL Financial It's embarrassing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase, we wrote that S&P 500 Index earnings growth for the first quarter could potentially exceed 30%. Fast forward to today and earnings growth for the quarter is on pace to double
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Weekly Market Commentary May 3, 2021

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries, media stories, and investor questions flood in about the popular stock market adage. We tackle this commonly cited seasonal pattern and why some seasonal weakness could make sense in 2021.
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Weekly Market Commentary April 26, 2021

Last week we discussed whether stock prices might be reflecting peak optimism. In that commentary we noted that while sentiment may be overly optimistic and a pickup in volatility would be totally normal, strong breadth measures suggest stocks still may have more upside. This week we tackle that same topic of peak optimism, but by looking at some valuation metrics. While valuations are elevated, they still appear reasonable when factoring in interest rates and inflation.
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Weekly Market Commentary April 19, 2021

Financial Global stock markets are off to a strong start in 2021 as the world begins to emerge from the shadow of the COVID-19 pandemic. In the United States, vaccinations are increasing, the economy is expanding, unemployment is falling, and stimulus continues to flow through the economy. With the consensus crowding into an optimistic corner, many investors are wondering if sentiment may be running too hot.
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Weekly Market Commentary April 12, 2021

April 12, 2021 THE EARNINGS BOOM IS HERE 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 reopening of the economy continues to move forward, and corporate America has done an excellent job managing through the pandemic. In fact, it won’t take much of an upside surprise for year-over-year S&P 500 Index earnings growth to reach 30% this quarter. The 2021 earnings boom
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Weekly Market Commentary March 8, 2021

March 8, 2021 RISING RATES AND STOCK MARKET PERFORMANCE Barry Gilbert, Ph.D., CFA, Asset Allocation Strategist, LPL Financial Lawrence Gillum, CFA, Fixed income Strategist, LPL Financial The 10-year Treasury yield continues to climb higher, but remains low by historical standards. Still, the size of the move since July 2020—and the more recent acceleration—has some market participants worried about the potential impact on stock markets if rates continue to rise. Historically, the S&P 500 Index
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Weekly Market Commentary March 15, 2021

March 15, 2021 MARCH MADNESS: STOCK MARKET EDITION Jeffrey Buchbinder, CFA, Equity Strategist, LPL Financial Ryan Detrick, CMT, Chief Market Strategist, LPL Financial Barry Gilbert, Ph.D., CFA, Asset Allocation Strategist, LPL Financial With the NCAA college basketball tournament getting underway this week, LPL Research is getting in the spirit with its own version of March Madness. Here we share our “Final Four Factors” for the stock market in 2021: Vaccines, Policy, Profits, and Rates.
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Weekly Market Commentary March 22, 2021

March 22, 2021 THE SECOND YEAR OF THE BULL MARKET BEGINS Ryan Detrick, CMT, Chief Market Strategist, LPL Financial Jeff Buchbinder, CFA, Equity Strategist, LPL Financial The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time—one that led to a drawdown of 34%. Things have come full circle now, as stocks have staged a furious rally, with new highs happening across the globe as the economy recovers at a record pace. We take a look b
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Weekly Market Commentary March 29, 2021

March 29, 2021 ARE WE ON THE BRINK OF AN INFLATION CRISIS? Barry Gilbert, PhD, CFA, Asset Allocation Strategist, LPL Financial Nick Pergakis, Analyst, LPL Financial There is a growing debate over whether an expanding economy, in conjunction with historic fiscal and monetary stimulus, may cause inflation to overheat. Adding to the intense debate, the Federal Reserve (Fed) has shifted its policy framework, potentially allowing inflation to run a little hotter than it has in the past.
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Weekly Market Commentary April 5, 2021

April 5, 2021 RAISING FORECASTS AGAIN 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. Despite having raised our 2021 economic and ear
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Long-Term Care Costs & Choices

You or someone you love may need long-term care at some point in your life. Planning ahead can help ease your concerns about the cost of care.
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Weekly Market Commentary March 1, 2021

March 1, 2021 HERE COMES THE EARNINGS BOOM Jeffrey Buchbinder, CFA, Equity Strategist, LPL Financial Ryan Detrick, CMT, Chief Market Strategist, LPL Financial Fourth-quarter earnings season is in the home stretch, and it's been a good one. After raising our 2021 earnings forecast for the S&P 500 Index in our Weekly Market Commentary on February 8, our upgraded forecast may now be too low, based on what we have learned from corporate America during the three weeks since.
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Building Money Mindfulness

Building Money Mindfulness: There are practical steps you can take to strengthen your financial health. With a new year just underway, it is the perfect time to take steps to shore up your financial stability. There are a few key areas that will go a long way to strengthening your finances: reducing debt, creating (or building up) an emergency fund, protecting your savings when your income takes a hit, and creating a budget. Reduce debt For most Americans, debt is essential, accounting for a
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