January 2019

2019 Outlook

2019-01-03T14:44:20+00:00By |Categories: Economy, Market Update, Nathan Krampe|

https://www.youtube.com/watch?v=6NtQfdiEPQQ OUTLOOK 2019 EXECUTIVE SUMMARY After nearly 10 years of witnessing the U.S. economy and stock market recover and thrive, many investors are starting to wonder if we’ve seen all this expansion and bull market have to offer. Despite the market weakness we saw at the end of 2018, at LPL Research we [...]

December 2018

Market Update: 2019 Outlook Is Here

2018-12-17T11:39:19+00:00By |Categories: Economy, Market Update|

Daily Insights LPL 2019 Outlook is Here! After nearly 10 years of witnessing the U.S. economy and stock market recover-and thrive-investors are starting to wonder if we’ve seen all this expansion and bull market have to offer. At LPL Research, we believe there’s more room to run, and don’t expect an impending recession or bear market [...]

Market Update: Brexit Vote Put On Ice

2018-12-10T11:41:38+00:00By |Categories: Economy, Market Update|

Daily Insights Retesting October-November lows. The S&P 500 Index fell 4.6% last week, its worst week since March, leaving the index in line with the lows of the latest correction. Losses were driven primarily by three issues: the risk that U.S.-China trade talks fall apart (see below), concerns about a Fed policy mistake, and sharply lower oil prices [...]

November 2018

Market Update: Corporate America Produced Outstanding Earnings Season

2018-11-26T11:52:45+00:00By |Categories: Economy, Market Update|

Daily Insights Corporate America produced another outstanding earnings season. We expected another quarter of strong earnings growth, and corporate America delivered even more than we anticipated. Revenue and earnings upside compared with expectations was particularly impressive, making prior assertions of an earnings growth peak premature. We have also been impressed by the resilience of companies’ outlooks [...]

Market Update: Earnings season winds down

2018-11-19T12:25:37+00:00By |Categories: Economy, Market Update|

Daily Insights Outstanding earnings season winds down. With 92% of S&P 500 Index companies having reported, third-quarter earnings growth is tracking to an impressive 28.1% year-over-year increase, the highest since Q4 2010 and 6.5 percentage points higher than September 30 expectations. Despite tariffs, S&P 500 earnings estimates for the next 12 months have only been reduced by 1.1% [...]

Market Update: Midterm Takeaways

2018-11-12T11:56:18+00:00By |Categories: Economy, Market Update|

Daily Insights Strong Q3 earnings season nearly in the books.With 90% of S&P 500 Index companies having reported, S&P 500 Index earnings growth is tracking to an impressive 27.9% year-over-year increase, the highest growth rate since the fourth quarter of 2010 and 6 percentage points above expectations as of quarter end. Beat rates of 77% and 60% [...]

Market Update: Darkest Before Dawn

2018-11-05T12:25:25+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. On the latest episode of the LPL Market Signals Podcast, listen to LPL Financial Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick review the S&P 500 Index’s worst month so far this year, European economic concerns, U.S./China trade issues, and Federal Reserve (Fed) policy. Market Signals by LPL Financial is now available on [...]

October 2018

Market Update: Another Tough Week For Stocks

2018-10-29T12:08:35+00:00By |Categories: Economy, Market Update|

Daily Insights Earnings results better than headlines suggest.With nearly half of the S&P 500 Index constituents having reported third quarter results, the numbers have been excellent overall. According to Thomson Reuters, 78% of companies have exceeded consensus earnings estimates, putting the index on track for a 25.2% year-over-year increase in earnings, 3.6% above estimates as of September 30. [...]

Market Update: Earnings Seasons Off To A Good Start

2018-10-22T12:29:39+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. On the latest episode of the LPL Market Signals Podcast, listen to LPL Financial Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss signs for strong third-quarter earnings and a potential year-end rally following the stock drop. Earnings season off to a good start. Third quarter earnings season is rolling [...]

Market Update: Retail sales lower but still healthy

2018-10-15T11:26:32+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. In the latest episode of the Market Signals Podcast, listen to Equity Strategist & Portfolio Manager Jeff Buchbinder and Chief Investment Strategist John Lynch discuss Fed Chair Jerome Powell’s speech at the annual meeting of the National Association for Business Economics, as well as some of the factors pointing to continued strength [...]

Market Update: Good News About Midterm Elections

2018-10-08T11:52:46+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. Listen to the latest Market Signals podcast, in which Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss the potential effects of midterm elections, recent rate hikes, and other events on investors and the economy. Market Signals by LPL Financial is now available on iTunes, Google Play and [...]

Market Update: Should We Fear October?

2018-10-01T12:24:23+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. Listen to the latest Market Signals podcast, in which Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss the potential effects of midterm elections, recent rate hikes, and other events on investors and the economy. Market Signals by LPL Financial is now available on iTunes, Google Play and [...]

September 2018

Market Update: Dow’s Fresh Highs

2018-09-24T11:53:18+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. In case you missed last week’s podcast, listen to Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick reflect on their memories of the financial crisis, and discuss the changes in today’s market landscape 10 years later. Please join our discussion on social via #LPLMarketSignals. China cancels trade talks. Last week’s [...]

Market Update: Green Week

2018-09-17T11:33:24+00:00By |Categories: Market Update|

Daily Insights New LPL Market Signals Podcast. In case you missed it, listen to Senior Market Strategist Ryan Detrick and Equity Strategist & Portfolio Manager Jeffrey Buchbinder talk about pullbacks in emerging markets, the manufacturing sector’s continued strength, and other factors affecting the current economic cycle. Please join our discussion on social via #LPLMarketSignals. Publication delay for weekly [...]

The Certainty of the Uncertainty

2018-09-10T15:02:05+00:00By |Categories: Advanced Planning, Market Update, Nathan Krampe, Probability of Success, Wealth Enhancement|

Managing life circumstances effectively with your money. "When your advisor reinforces the importance of rational decision-making, you are often better positioned for managing life circumstances effectively. Instead of chasing returns, you will be prepared for what we call the 'certainty of uncertainty.’” https://www.youtube.com/watch?v=nEnb2HnIZ88

Market Update: U.S.-China trade spat escalates further

2018-09-10T12:09:20+00:00By |Categories: Market Update|

Daily Insights New LPL Market Signals Podcast. On our latest podcast, due out this afternoon, listen to Senior Market Strategist Ryan Detrick and Equity Strategist & Portfolio Manager Jeffrey Buchbinder discuss the S&P 500 Index’sfive-month win streak, recent economic reports, and emerging markets’ currency jitters. Please join our discussion on social via #LPLMarketSignals. Taking a breather. The S&P 500 declined [...]

Market Update: Rand Drops To Record Low

2018-09-05T12:28:51+00:00By |Categories: Market Update|

Daily Insights Rand drops to record low. South Africa’s currency (the rand) weakened to a record low vs. the U.S. dollar after data released September 4 showed its economy fell into a recession last quarter. South Africa’s economic woes and the rand’s historic slide renewed fears of global contagion from emerging markets’ currency turmoil this year. [...]

August 2018

Market Update: Finally

2018-08-27T12:41:14+00:00By |Categories: Market Update|

Daily Insights Outstanding earnings season by many measures.Second quarter numbers were strong even without the boost from the new tax law, while guidance was generally positive despite tariffs and trade policy uncertainty. With just 15 index constituents left to report, S&P 500 Index earnings rose 25% year over year, nearly matching the 26% growth rate from the [...]