June 22nd Weekly Market Update This week’s commentary features content from LPL Research’s Midyear Outlook 2015: Some Assembly Required. Expect the bull market to continue through 2015. In the stock market, 2015 has felt like déjà vu. In 2014, the year began with a...
June 8th Weekly Economic Update BEIGE BOOK SUGGESTS CONTINUED MODEST ECONOMIC GROWTH The latest Beige Book suggests that the U.S. economy is still growing at a pace that is at or above its long-term trend, indicating that some of the “transitory factors” that held the...
June 8th Weekly Market Update The upcoming Supreme Court decision regarding premium subsidies for the Affordable Care Act (ACA, aka Obamacare) may create a buying opportunity for the healthcare sector. We believe the odds favor the status quo (all subsidies legal...
June 1st Weekly Economic Update This week’s Weekly Economic Commentary is the third in a series looking back at the Federal Reserve’s (Fed) quantitative easing (QE) programs and evaluating how well they achieved their goals. Why grade the Fed now? We have just passed...
June 1st Weekly Market Update There is no question that Greece is tangled economically and politically in Europe. This was by design — the adoption of the euro was intended to be permanent, as was membership in the European Union (EU).* These entanglements are being...
May 25th Weekly Economic Update We gave the Federal Reserve’s (Fed) quantitative easing (QE) a passing grade for lowering financial market and banking stress levels in last week’s Weekly Economic Commentary, “Grading the Fed’s QE Program: A Multi-Week Group Project,”...
May 25th Weekly Market Update Last week in a tribute to David Letterman’s last Late Show, we highlighted our top 10 keys for stocks. But there was one notable omission: earnings. With the U.S. earnings season effectively over, we did not list earnings as a key driver...
May 18th Weekly Market Update This week we pay tribute to David Letterman’s last Late Show on May 20, 2015, with our own top 10 list: the top 10 keys for stocks. Mr. Letterman has had quite a long and successful run as a late night TV host on two networks. Late Night...
May 11th Weekly Market Update The first quarter 2015 earnings season is virtually over and the results relative to lowered expectations were quite good. Investors were braced for an earnings decline and the possible start of an “earnings recession,” but it looks like...
May 4th Weekly Market Update The evaluation process NFL football teams go through to prepare for the NFL draft, which took place this past weekend, is not unlike the investment decision-making process. We in LPL Research get in our “war room” every day to scour global...