LPL Research

The Executive Summary highlights key themes and LPL Research economic and market forecasts from Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets

The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets provides insightful commentary for the year ahead.

The LPL Research team proudly presents the LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance for the year ahead.

Economic trends generally improved in November, even after strong gross domestic product (GDP) growth over the last two quarters.

We view last week’s market decline as a retest of the October–November lows.

Conflicting messages from government officials led investors to question initial trade-deal optimism.

We reflect on the 2018 markets and provide our expectations for 2019.

Fed fund futures are more dovish than the Fed’s dots, but the Fed is treading carefully.

Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade talks and a more dovish Fed.

We expect robust capex growth to resume once U.S. businesses get more clarity around trade.