LPL Research

The U.S. economy has surprised nearly everyone to the upside as it speeds along thanks to vaccinations, reopening, and record stimulus.

The U.S. Economy powered forward faster than nearly anyone had expected in the first half of 2021.

After a remarkable performance during first-quarter earnings season, delivering an encore that will please investors will be tough.

Markets are always forward looking, and in LPL Research’s Midyear Outlook 2021 Picking Up Speed, we help you keep your eyes on the road ahead.

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.

Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.

See LPL Research’s latest monthly market outlook in the July 2021 Global Portfolio Strategy.

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.

We expect stocks to continue to grow into their valuations on the back of
tremendous earnings momentum as the economy fully reopens, vaccine
distribution continues, COVID-19 cases plummet in the United States, and
stimulus spending continues to work its way through the economy.

Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues.