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Research Publication

U.S. GDP Growth Tops 4% in Q2: A Look Behind the Numbers | Weekly Economic Commentary | July 30, 2018

The economy grew 4.1% in the second quarter, topping 4% for the first time since the third quarter of 2014.
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Research Publication

Go Active? | Weekly Market Commentary | July 30, 2018

Active management may be poised for a comeback.
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Research Publication

Powell Says Fed on Track…For Now | Bond Market Perspectives | July 24, 2018

In testimony to Congress, Fed Chair Powell largely stuck to the script, saying little to alter the Fed’s perceived course.
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Research Publication

Second Quarter GDP Preview | Weekly Economic Commentary | July 23, 2018

The economy may have posted unusually strong growth of near 4% or more in the second quarter.
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Research Publication

Another Very Strong Earnings Season Expected | Weekly Market Commentary | July 23, 2018

Consensus estimates are calling for a 21% year-over-year increase in S&P 500 earnings for the second quarter.
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Research Publication

Portfolio Compass | July 19, 2018

Downgraded large/small foreign equities to negative/neutral from neutral. Downgraded industrial metals to neutral from neutral/positive. Downgraded agriculture to negative/neutral from neutral.
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Research Publication

Bonds May Feel Continued Pressure | Bond Market Perspectives | July 17, 2018

Rates may be poised to rise further in the second half of 2018, though likely at a slower pace than the first half of the year.
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Research Publication

Global Economic Outlook Remains Strong on U.S. Growth Prospects | Weekly Economic Commentary | July 16, 2018

The global growth story remains steady in 2018, with growth forecast at 3.8%.
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Research Publication

2018 Midyear Stock Market Outlook: Second Half Rally? | Weekly Market Commentary | July 16, 2018

The current environment looks favorable for strong earnings and stock gains.
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Research Publication

Midyear Outlook 2018: Executive Summary

The Executive Summary highlights key themes and LPL Research economic and market forecasts from Midyear Outlook 2018: The Plot Thickens