Can’t Stocks and Bond Yields Just Get Along?

LPL Market ResearchSurging bond yields have not spooked stock market investors. The latest sharp move higher in bond yields has caused stock market investors to ask the question, At what point do higher interest rates potentially begin to hurt stock prices?

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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.

Halloween Special: What Might Scare the Markets

jack-o-lanternIt’s Halloween, so what else could we do but write about what might scare the markets? We know from the financial media, measures of investor sentiment, and mutual fund outflows from equities and into bonds that investor nervousness is widespread. Some concerns are related to …

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Election Playbook

voteIn our election playbook, we discuss some investments that could possibly receive an election boost.
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Gauging Global Growth and Bob Dylan

Weekly Economic CommentaryWe examine the economic, political, and market landscape through the lyrics of Bob Dylan, who won the Nobel Prize for Literature last week…

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Third Quarter 2016 Earnings Preview: Growth Returns?

LPL Market ResearchWe believe the earnings recession may have ended in the third quarter of 2016. As the drags from sharp energy declines and a strong U.S. dollar continue to abate, backed by a pickup in economic growth, the S&P 500 could potentially produce a small increase in earnings on a year-over-year basis in the just-completed third quarter. This week we preview the third quarter earnings season and discuss…

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Welcome to the Fourth Quarter

LPL Market ResearchHistorically, the best quarter of the year is upon us. Although October has been strong recently, we expect the volatility that began in late September to continue…

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Listen to the Leaders

Weekly Economic CommentaryThe LEI provides a valuable monthly guidepost regarding where we are in the economic expansion. The LEI has to turn negative on a year-overyear basis to indicate a recession, which it has not yet done. Despite the weak reading in August 2016, we do not think the LEI is signaling a recession in the near term, although global and policy risks remain…

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