Weekly Market Commentary

Weekly Market Commentary

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.

Can Corporate America Keep It Rolling?

January 10th, 2022 | LPL Research

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. As we launch into the New Year, we’re highlighting three 2021 market lessons that we think may matter for 2022.

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Three 2021 Market Lessons for 2022

January 3rd, 2022 | LPL Research

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. As we launch into the New Year, we’re highlighting three 2021 market lessons that we think may matter for 2022.

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How Much Higher Can Treasury Yields Go?

December 27th, 2021 | LPL Research

We expect interest rates to move modestly higher in 2022 based on near-term inflation expectations above historical trends and improving growth expectations once the impact of COVID-19 variants recede.

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Stock Market Outlook 2022: Another good year?

December 20th, 2021 | LPL Research

We expect solid economic and earnings growth in 2022 to help U.S. stocks deliver additional gains next year. If we are approaching—or are already in—the middle of an economic cycle with at least a few more years left (our view), then we believe the chances of another good year for stocks in 2022 are quite high. 

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Economic Outlook 2022

December 13th, 2021 | LPL Research

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. COVID-19-related risks remain and the potential for a policy mistake may be elevated as the economy moves towards normalization, but we think the overall environment will be supportive of business growth and ultimately equity markets.

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

November 22nd, 2021 | LPL Research

There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls. In fact, in many ways it could go down as one of the best years ever. This week, in honor of Thanksgiving, we wanted to take a closer look at three reasons to be thankful. From the stock market to the economy, there are indeed many reasons to be thankful this year. 

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A Peek At Peak Inflation

November 15th, 2021 | LPL Research

After an updside inflation surprise in October, it’s clear that peak inflation may still be ahead, possibly even pushing into 2022. While the Federal Reserve (Fed) maintains its position that elevated inflation will be transitory, we have yet to see progress. Below we look at five signs to watch for over the next several months that may signal that inflation may be near or at its peak. 

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Developed International: If Not Now, When?

November 8th, 2021 | LPL Research

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). Staying close to home and favoring the United States won’t always be the best move, but for now, we think it still is—as we discuss here. 

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5 Things That Might Spook Markets

November 1st, 2021 | LPL Research

With Halloween over the weekend, what better to write about this week than what scares us? If our positive near-term market outlook proves to be overly optimistic, we believe one—or perhaps more than one—of these five things will likely be the culprit.

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Bullish Setup Into Year-End

October 25th, 2021 | LPL Research

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. However, we see signs that there could be more gains to come in the final two months of the year. 

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Q3 Earnings: Less Upside

October 18th, 2021 | LPL Research

We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings seasons. Despite lofty expections, results exceeded estimates by the biggest margins we’ve ever seen.

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Revisiting Our 10-Year Treasury Yield Forecast

September 20, 2021 | LPL Research

"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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Policy Risks Loom But Clarity Ahead

September 13, 2021 | LPL Research

LPL Research explores a few policy-related risks that may increase market volatility in the near-term but maintain the fundamental backdrop for the economy remains strong.

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Poking The Bear

August 30, 2021 | LPL Research

LPL Research explores five things that some bears believe that do not worry us.

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Why Stagflation Isn’t In the Cards

August 23, 2021 | LPL Research

Stagflation and a return to the weak equity markets of the 1970s would be understandably scary; however, we remain skeptical that either runaway inflation or low growth are right around the corner.

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Corporate America Does It Again

August 16, 2021 | LPL Research

Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly. S&P 500 earnings growth did not surprise by quite as much as in the first quarter, but came pretty close.       - Jeff Buchbinder, CFA, Equity Strategist, LPL Financial

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COVID Update: Delta Variant Market Impact

August 9th, 2021 | LPL Research

"The Delta variant may cause an increase in market volatility, but we believe the S&P 500 is still likely to see more gains through the end of the year."

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Five Things To Know Heading Into August

August 2nd, 2021 | LPL Research

"With stocks still flirting with all-time highs, the bar could be set quite high and any disappointment could lead to a pullback or correction."

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Six Surprises So Far in 2021

July 26, 2021 | LPL Research

Interest rates have surprised us twice this year. While we expected interest rates to increase this year, the strength of the move higher in the first quarter of 2021 was the first surprise.

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Midyear Outlook 2021: Picking Up Speed

July 19, 2021 | LPL Research

The growth rate of the U.S. economy may have peaked in the second quarter of 2021, but there is still plenty of momentum left to extend above-average growth into 2022.

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Three Things to Watch This Earnings Season

July 12, 2021 | LPL Research

LPL Research anticipates a strong earnings season and outlines the three things investors should keep on their radars this quarter.

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Three Things That Worry Us

June 28, 2021 | LPL Research

LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.

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Inflation And What the Fed Is Saying

June 21, 2021 | LPL Research

Consumers and investors have seen and felt the impact of inflation. But the structural headwinds that have kept inflationary pressures at bay for decades are still in place.

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Sustainable Investing Becoming Mainstream in Fixed Income

June 14, 2021 | LPL Research

Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts.

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Policy Shifts May Challenge Markets

June 7, 2021 | LPL Research

"The massive fiscal and monetary policy support that helped the economy (and the stock market) get through the pandemic is starting to move toward the sidelines, which may cause some bumps in the equity markets."

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Proceed With Caution in the Bond Market

June 1, 2021 | LPL Research

Long-term interest rates have traded sideways recently, but LPL Research argues that high-quality bonds can play a pivotal role in mitigating equity risk.

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Stock Market Gains Likely to Slow

May 24, 2021 | LPL Research

The pickup in inflation and related concerns about the Federal Reserve (Fed) pulling back support offer evidence of an economic cycle getting a bit older. Older cycles tend to bring more moderate stock market gains.

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