Articles

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  • 19 May LPL Outlook: Gauging Market Milestones

    Stock markets, bond markets, the economy, policy — some years they push and pull on each other lightly as markets follow their own path. ...

  • 22 May Client Market Watch Letter May 2017

    Dear Valued Investor:   Another earnings season is in the books and it was a good one. With more than 90% of S&P 500 companies having reported first quarter 2017 results, S&P 500 earnings are tracking to a solid year-over-year increase of more than 14% (Thomson......

  • 23 May Weekly Market Commentary

    What are we telling our investors? Focus Focus on fundamentals. It was an up-and-down week for stocks as market participants became increasingly worried that the Trump administration’s agenda was in danger following the latest news surrounding the Russian investigation. On Wednesday (May 17), the S&P......

  • 06 Jun MASTER LIMITED PARTNERSHIP – MORE GOING ON THAN OIL PRICE

    Master limited partnerships (MLP) appear to be a natural way to invest in the changing energy landscape. MLPs are exclusively focused on energy infrastructure in the United States and Canada. North American energy production has become a dominant factor in the price of oil and......

  • 21 Jun MIDYEAR OUTLOOK 2017

    We forecast 6–9% returns for the S&P 500 Index in 2017. As investors increasingly trust that the economy can stand on its own without the need of monetary policy support, business fundamentals should take over as the primary market engine and corporate profits will take......

  • 21 Jun U.S. ECONOMY: REGULARLY SCHEDULED MAINTENANCE DUE

    We continue to look for the U.S. gross domestic product (GDP) to expand near 2.5% in 2017, although potential delays in passing major fiscal policies introduce some risk to the downside. This below-trend pace is still somewhat stronger than the trajectory that the economy has......

  • 26 Jun JULY PREVIEW

    As June ends and summer sets in, markets continue to track near all-time highs and volatility remains low. As we turn the page to July, there will be plenty of significant events for markets to watch such as the June employment report, the start of......

  • 28 Jun A TECHNICAL CHECK-IN THE GLOBAL BULL LOOKS STRONG

    The global equity bull market is alive and well, with very broad participation. Longer-term technicals continue to look very healthy and strong, even as the bull market and economic recovery in the U.S. turns eight years old. A closer look at key indexes suggests the......

  • 06 Jul Midyear Outlook 2017

    An important shift has taken place in this economic cycle. The Federal Reserve (Fed) was finally able to start following through on its projected rate hike path, raising rates twice in just over a three-month period. By doing so, the Fed showed increasing trust that......

  • 11 Jul MANUFACTURING MATTERS

    U.S. manufacturing still matters when evaluating the U.S. and global economy. While manufacturing as a percent of the U.S. economy has declined steadily since the end of World War II, its impact is greater than its size. Manufacturing tends to be more cyclical than service......