May Preview

Weekly Economic CommentaryIn May, market participants will be paying close attention to the Fed, employment data, French elections, and the start of an important seasonal cycle for stocks.

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Irrational Exuberance Part Two?

LPL Market ResearchConsumer confidence breaking out to new post-recession highs confirms the bull market in equities…

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Holiday Shopping Preview

holiday-shoppingWe see several reasons to expect consumers to potentially open up their wallets this holiday season, including…

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Earnings Update: The End of a Long Drought

cubs-logoThe earnings recession was not quite as long as the Cubs’ World Series drought, but we — like Cubs fans — are glad the drought is over…

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*Article Correction – The Cubs drought was 108 years.

Midyear Update 2016: A Vote of Confidence

Midyear Outlook 2016The LPL Research team proudly presents Midyear Outlook 2016: A Vote of Confidence. It has been a noisy year in financial markets thus far, in what has felt like a series of fiery stump speeches. To help you tune out the noise and remain focused on long-term investment planning, the publication features market guidance for the remainder of 2016.

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LPL Research Brexit Q&A

Brexit Q&A


A Tale of Two Earnings Seasons

LPL Market Research The fourth quarter of 2014 will be a tale of two earnings seasons: the best of times and the worst of times. Despite a substantial drag from the energy sector, we expect another good earnings season overall. We expect more …

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World Cup and World CPI Are Heating Up

World CupJust as the World Cup has been heating up, increasing the risk of player mistakes, the world consumer price index (CPI) has also been heating up, complicating the task for policymakers at the world’s central banks and increasing the risk of mistakes that could have market implications….

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Light at the End of Tunnel

Light at the End of TunnelMunicipal bond valuations remain near some of their most attractive levels of the past few years, and yields are at two-year highs. Municipal bond prices have stabilized or  improved over the past three trading sessions despite …

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Real and Sustainable: An Update

Real and Sustainable: An UpdateThe June 2013 employment report revealed that the private sector economy continues to add about 200,000 jobs per month, keeping the Fed on a pace to taper quantitative easing this fall. The labor market is at best a coincident indicator of economic activity, so the uptick in jobs is not likely to signal an uptick in the pace of economic growth…

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