LPL Research

When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications to consider. We break down the 2018 midterm elections in this latest Client Letter.

We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics.

Within the four-year presidential cycle, this quarter and the following two quarters next year are historically the best for stocks.

The S&P 500 fell about 4% last week amid a myriad of concerns, among them possible peak earnings and a potentially overly aggressive Federal Reserve.

The U.S. economy likely grew at a moderate to strong pace in the third quarter.

As financial markets fluctuate, we encourage investors to focus on solid U.S. economic fundamentals.

With about one-fifth of third quarter earnings results in, the numbers have been solid thus far despite tariffs and increasing wage pressures.

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

Several new readings on inflation last week confirmed that price pressures remain manageable, supporting a continued gradual path of rate hikes for the Federal Reserve (Fed).

We share our perspective on the sell-off and discuss where stocks may go from here.