Stocks continued their strong run in June, despite rising COVID-19 cases, and we upgraded our view of growth stocks.
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
LPL Research shares their latest thoughts on international equities and reiterate positive emerging markets view.
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
Stocks rose for the seventh May in the past eight years.
LPL Research discusses whether the economic recovery may look more like a V-shape than a U, a square root, checkmark, or swoosh.
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