LPL Research

Positions maintained (no changes); updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.

S&P 500 earnings growth will slow in the fourth quarter but is still expected to be strong.

We believe this government shutdown will have limited long-term ramifications for economic growth.

Stocks slide most since 2011, even amid solid economic data.

Economic trends generally improved in December, even amid some of the most significant financial market volatility of the bull market.

Our January Client Letter discusses the emotional toll of a challenging market environment, while reinforcing our confidence in the fundamentals supporting the economy and markets.

We still see a solid U.S. economy struggling with trade tensions, but far from recessionary territory.

This week, we look at stock valuations to try to gauge the potential opportunity for stocks.

Increased uncertainty around policy risks has contributed to sharp market declines.

The S&P 500 Index came about as close as possible to the technical definition of a bear market without officially registering one.