LPL Research

Recapping the Latest Earnings and GDP Reports | Client Letter by John Lynch | August 2, 2018

As we look back on the month of July, the standout stories for the summer so far have been strong U.S. economic growth and surging corporate profits. This latest Client Letter recaps these reports and emphasizes the importance of focusing...

U.S. GDP Growth Tops 4% in Q2: A Look Behind the Numbers | Weekly Economic Commentary | July 30, 2018

The economy grew 4.1% in the second quarter, topping 4% for the first time since the third quarter of 2014.

Powell Says Fed on Track…For Now | Bond Market Perspectives | July 24, 2018

In testimony to Congress, Fed Chair Powell largely stuck to the script, saying little to alter the Fed’s perceived course.

Second Quarter GDP Preview | Weekly Economic Commentary | July 23, 2018

The economy may have posted unusually strong growth of near 4% or more in the second quarter.

Another Very Strong Earnings Season Expected | Weekly Market Commentary | July 23, 2018

Consensus estimates are calling for a 21% year-over-year increase in S&P 500 earnings for the second quarter.

Portfolio Compass | July 19, 2018

Downgraded large/small foreign equities to negative/neutral from neutral. Downgraded industrial metals to neutral from neutral/positive. Downgraded agriculture to negative/neutral from neutral.

Bonds May Feel Continued Pressure | Bond Market Perspectives | July 17, 2018

Rates may be poised to rise further in the second half of 2018, though likely at a slower pace than the first half of the year.

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