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LPL Research
Market Insight Monthly | January 2019
January’s reports painted a picture of a solid economy struggling with global uncertainty.
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Stocks Warm Up In January | Client Letter by John Lynch | February 7, 2019
The February client letter discusses positive developments in the economy and markets in January.
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That Was the Easy Part | Weekly Market Commentary | February 4, 2019
Stocks posted their best January in more than 30 years after a historically bad December.
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The Fed’s Policy U-Turn | Weekly Economic Commentary | February 4, 2019
The Federal Reserve (Fed) just delivered a widely expected but important monetary policy decision.
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The Fed Faces Market Fears | Weekly Economic Commentary | January 28, 2019
The Fed’s signals on future policy in this week’s meeting will be especially telling.
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Is the Fed Almost Done? | Weekly Market Commentary | January 28, 2019
We expect the Fed to pause interest rate hikes this week.
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Brexit Clouds Linger | Weekly Market Commentary | January 22, 2019
Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications.
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Main Street’s Growing Uncertainty | Weekly Economic Commentary | January 22, 2019
The Beige Book Barometer dropped to a nine-month low.
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Portfolio Compass | January 16, 2019
Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.
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Fourth Quarter Earnings Preview: From Great to Good | Weekly Market Commentary | January 14, 2019
S&P 500 earnings growth will slow in the fourth quarter but is still expected to be strong.
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