LPL Research

“We share our “Final Four Factors” for the stock market in 2018: economic growth, earnings, trade policy, and the midterm elections.”

“TBased on our analysis, the Beige Book continues to deliver a positive view of the U.S. economy. “

“Although sometimes markets react negatively to rate hikes, these increases tend to signal the Fed’s confidence in the U.S. economy.”

“Short-term high-quality bond yields have continued to increase since the lows seen in July 2016, and have moved sharply higher since September 2017.”

“The Fed’s overall assessment of the economy is expected to improve.”

“In the spirit of March Madness, we have compiled our “Sweet 16” for the markets.”

“Updates on LPL Research’s views on equity, equity sectors, fixed income, and alternative asset classes.”

“High yield has faced some headwinds thus far in 2018, but fundamentals remain solid.”

“The February employment report crushed expectations for the number of jobs created (313,000 versus the consensus expectation of 205,000), but wage growth moderated from the surprising January levels.”

“Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.”