<span>Weekly stock market updates from top LPL Financial research</span>

Weekly stock market updates from top LPL Financial research

Get weekly stock market updates from top LPL Financial research strategists. Stay up-to-date on financial market trends and understand stock market predictions.

We understand that investing is both a financial and emotional effort, and it can be difficult to cut through all the clutter. LPL Research helps us keep a pulse on the global markets so that we can keep up with the rapid pace of change and make sure you feel informed and ready for what may lie ahead.

Corporate America Delivers, Market Attention Focused Elsewhere

May 16, 2022 | LPL Research
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"First quarter earnings season was solid by just about any measure, but based on recent market behavior it’s obvious that in general market participants paid little attention. This is a macro-driven market, so it will likely take positive macro developments, i.e., better news on the inflation front, to turn stocks around."

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Have We Really Seen Extreme Pessimism Yet?

May 9, 2022 | LPL Research
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"It’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors are the highest levels of U.S. inflation in decades, an aggressive Federal Reserve (Fed), Chinese lockdowns, and continuing war in Europe."

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Businesses and Consumers Likely Protected From Near-Term Recession

April 25, 2022 | LPL Research
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"Not all recessions are created equal. Previous downturns in the U.S. were prompted by various shocks, with the most recent recession started by health and government-induced shutdowns. Other recessions started in the corporate sector, whereas some started from commodity shocks. The next one could start from geopolitical tensions. Nonetheless, we think the current business and consumer environments are safe from near-term recession risks."

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What to Watch This Earnings Season

April 18, 2022 | LPL Research
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"First quarter earnings season is rolling. BlackRock, Delta Airlines, Goldman Sachs, JPMorgan Chase, and Morgan Stanley were among the first 16 S&P 500 companies to report March quarter results, following 20 index constituents with quarters ending in February that had already reported. Below we preview earnings season, highlight what we are watching, and share our latest thoughts on the 2022 profit outlook."

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Headwinds to Global Growth: An Economy of Two Halves

April 11, 2022 | LPL Research
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"Forecasts for GDP growth in developed economies excluding the U.S. and emerging markets were also reduced this month to 2.5–3% and 3.8–4.3% respectively, bringing the LPL Research global GDP growth forecast down about one percentage point to 3–3.5%."

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LPL Research’s Stock Market Final Four

April 4, 2022 | LPL Research
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"As the Final Four NCAA Basketball Tournament rolls on in New Orleans, we continue our tradition of picking a stock market final four. We have identified our four key factors for the stock market outlook: 1) Consumer spending, 2) Earnings, 3) Interest rates, and 4) Inflation."

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Tempered but Optimistic Enthusiasm Over Stocks

March 28, 2022 | LPL Research
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"As the stock market recovered from the 2020 pandemic lows, valuations reached levels not seen since the dotcom bubble more than 20 years ago. The reopening economy and massive fiscal stimulus helped fuel one of the strongest starts to a bull market ever (a bull market that just turned two-years-old last week)."

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Are Core Bonds Under Pressure?

March 21, 2022 | LPL Research
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"Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. Despite the poor start, we don’t think the value proposition for bonds has changed much."

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Ready, Set, Rate Hike

March 14, 2022 | LPL Research
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"The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns."

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Downshift in U.S. Market Growth But Still Above Trend

March 7, 2022 | LPL Research
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"We currently expect the U.S. economy to grow 3.7% in 2022. The risks are to the downside since the Fed may err on tightening too fast, the recent commodity spike may trickle down to the U.S. consumer, and supply and demand imbalances may last longer than expected."

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How Soon Are Rate Hikes Coming?

February 28, 2022 | LPL Research
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"With inflationary pressures running higher than many central bankers are comfortable with, calls for interest rate hikes have become louder. "

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Strong Earnings Momentum to Start 2022

February 22, 2022 | LPL Research
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"Corporate America has capped off an outstanding 2021 with an excellent fourth quarter earnings season so far. Entering 2021, the consensus estimate for S&P 500 Index earnings per share (EPS) was less than $170. "

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The Valentine's Day Index

February 14, 2022 | LPL Research
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"High inflation continues to cloud the economic outlook while its impact on the potential path of rate hikes has left markets unsettled. Inflation is a serious topic, but occasionally it’s useful to revisit it from a lighter perspective. "

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Which Region Will Get the Gold in 2022

February 7, 2022 | LPL Research
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"The near-10% correction in the S&P 500 Index and even larger drawdown in the Nasdaq have gotten a lot of attention this year. What hasn’t gotten as much attention—and maybe surprising to some—is the relative resilience in equity markets outside the U.S."

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LPL Research’s Sustainable Investing Year in Review

January 31, 2022 | LPL Research
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"Market volatility has been the dominant story for many investors in early 2022, but even as we focus on near term events it’s important to continue to track important market trends. Sustainable investing has become a significant theme in how many investors choose to direct some or all of their capital, choosing to emphasize businesses that show they’re in it for the long term."

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Potential Catalysts for a Market Turnaround

January 24, 2022 | LPL Research
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"It’s been a rough few weeks for the stock market. Fears of rising rates and the Federal Reserve pulling back its stimulus more aggressively than previously anticipated to fight high inflation have caused most of the market jitters, though earnings season—albeit in the very early stages—hasn’t helped either."

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Don't Expect the Fed To End This Bull Anytime Soon

January 18, 2022 | LPL Research
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"The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently. But how worried should investors be?"

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Can Corporate America Keep it Rolling?

January 10, 2022 | LPL Research
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"As 2022 begins, it looks like that number may end up higher than the latest LPL Research estimate of $205, one of the biggest earnings upside surprises ever and a big reason why stocks did so well last year. But 2021 earnings are not yet fully in the books."

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How Much Higher Can Treasury Yields Go?

January 3, 2022 | LPL Research
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"In many ways, 2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new."

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How Much Higher Can Treasury Yields Go?

December 27, 2021 | LPL Research
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"In 2022, we expect the 10-year Treasury yield to end the year between 1.75% and 2.00%."

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Stock Market Outlook 2022: Another good year?

December 20, 2021 | LPL Research
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"We expect solid economic and earnings growth in 2022 to help U.S. stocks deliver additional gains next year."

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Economic Outlook 2022

December 13, 2021 | LPL Research
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"We believe pent-up demand, gradual improvement in supply chain challenges, solid labor force growth, and productivity gains will all contribute to another year of above-trend economic growth in 2022."

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Will Omicron ruin the Santa rally?

December 6, 2021 | LPL Research
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"Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty."

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The Stock Market, Economy, and New Year: Three Reasons To Be Thankful

November 22, 2021 | LPL Research
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"There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls."

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A peek at peak inflation

November 15, 2021 | LPL Research
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"After an upside inflation surprise in October, it’s clear that peak inflation may still be ahead, possibly even pushing into 2022."

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Developed International: If Not Now, When?

November 8, 2021 | LPL Research
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"Since we began our investing careers, we’ve had the concept of diversification drilled into our heads. Some refer to it as the only free lunch in investing. Well, when it comes to geography, that advice hasn’t been helpful for some time (you could say the same about value-style investing)."

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5 Things That Might Spook Markets

November 1, 2021 | LPL Research
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"Central bankers are slowly acknowledging that inflation may be stickier than expected and that risks continue to tilt to the upside. At the same time, the baseline view remains that inflation will settle back toward historical norms over time."

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Bullish Setup Into Year-End

October 25, 2021 | LPL Research
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"The S&P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way. Certainly nobody should be upset with that return if that was all 2021 brought us."

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Q3 Earnings Preview: Less Upside

October 18, 2021 | LPL Research
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"We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings seasons. Despite lofty expectations, results exceeded estimates by the biggest margins we’ve ever seen (and one of the authors of this report has been doing this for 23 years)."

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Revisiting Our 10-Year Treasury Yield Forecast

September 20, 2021 | LPL Research
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"We believe interest rates will move moderately higher from current levels for several reasons, but an aging global demographic, higher global debt levels, and an ongoing bull market in equities may keep interest rates from going substantially higher in 2022."

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