Monday, January 25, 2021
Top Story
Small Caps Still Strong
Small cap stocks have outperformed large cap stocks and breadth continues to improve. Earnings are expected to surge this year. LPL Research continues to maintain a neutral small caps view—but with a positive bias. Continue reading
Economic Blog
1/22/21
It has been exactly one year since the first COVID-19 case in the United States was reported to the Centers for Disease Control (CDC), and to say the world as we know it has been completely changed would be an understatement. Thankfully, we may finally be seeing the light at the end of the tunnel. Continue reading
Friday, January 22, 2021
Top Story
Stocks take a pause as investors reassess risk appetite Continue reading
Economic Blog
1/21/21 Continue reading
Market Blog
1/20/2021
Today Joe Biden becomes the 46th President of the United States. We’ve already looked forward at what his presidency, coupled with a blue wave in Congress, could mean for policy in Market Policy Projections for 2021, so today we take a look back at how stocks performed under President Donald Trump. Continue reading
Economic Blog
1/19/2021
Investment-grade credit spreads, the extra yield you get from investment-grade corporate bonds compared to similarly dated US Treasuries, have already tightened to a level you usually only see during the middle of the economic cycle—and that can have consequences for bond investors. As shown in the LPL Chart of the Day, the current spread as of January 15 was at 1%, close to the tightest level of the previous cycle of 0.91%, hit in February 2018, and in the bottom quarter of all values going back to 1997. Continue reading
Tuesday, January 19, 2021
Top Story
Market Signals Covers It All
This week’s Market Signals podcast covers all the latest events impacting markets and the economy: Q4 earnings, a new stimulus proposal, the Democratic blue wave, and President-elect Joe Biden’s new economic policy plan. Watch Market Signals: More Stimulus, New Policies, and Stellar Earnings Season. Continue reading