LPL Research

Overall, economic reports released in August—mostly reflecting economic activity in July—indicated solid U.S. economic growth without significant inflationary pressures, even though evidence grew of some cooling from trade concerns.

Strong manufacturing growth is a bellwether for overall economic health.

Sentiment on emerging markets (EM) is reaching levels consistent with a contrarian buy signal.

This Client Letter discusses recent positive indicators for U.S. economy and stocks, which we believe outweigh some areas for investor concern.

Signs of sustainable productivity growth are emerging, thanks to solid economic fundamentals and the tailwind of fiscal stimulus.

S&P 500 GICS sectors will undergo a significant shift later this month with a big revamp and expansion of the telecommunication services sector.

Recent Fed communication reinforced its view that gradual hikes were the appropriate response to a strong economy, near-target inflation, and balanced risks.

Second quarter earnings season was quite impressive, with S&P 500 Index earnings growing 25% year over year.

It has been a complicated year for emerging markets (EM).

We think emerging markets (EM) contagion fears resulting from the crisis in Turkey may be overdone.