LPL Research

Lowered Stocks view from Neutral/Positive to Neutral; Lowered U.S. Equities view from Neutral/Positive to Neutral; Raised Bonds view from Negative/Neutral to Neutral

U.S. economy sent mixed signals amid uncertainty.

After such a strong rally for stocks this year, you may be wondering what could drive stocks higher from here.

Signs of slowing global growth have fueled worries of tepid domestic inflation.

U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year.

We expect roughly flat earnings for the first quarter, putting the seven-quarter streak of growth in jeopardy.

Leading indicators in jobs, manufacturing, and markets suggest economic acceleration.

Our April letter comments on the S&P 500 Index’s strong first quarter and steady but slower GDP growth.

This week we share our “Final Four Factors” for the stock market in 2019: 1-Policy, 2-the
Economy, 3-Rates, and 4-Profits.

A rebound in global conditions, capital expenditures, and sentiment may help fuel growth.