STRONG WEEK AHEAD OF BIG WEEKEND John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder CFA Equity Strategist, LPL Financial KEY TAKEAWAYS Last week’s stock market rally was driven by optimism (now clearly warranted) surrounding U.S.-China trade talks and a more dovish Fed. The events added to the positive fundamental case for stocks here, while…

FOCUSING ON FUNDAMENTALS John Lynch Chief Investment Strategist, LPL Financial BARRY GILBERT, PHD, CFA Asset Allocation Strategist, LPL Financial KEY TAKEAWAYS As financial markets fluctuate, we encourage investors to focus on solid U.S. economic fundamentals. U.S. GDP has grown at its fastest pace since 2014, while Fed Beige Book context is still historically upbeat. The…

EARNINGS UPDATE: SO FAR SO GOOD John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder CFA Equity Strategist, LPL Financial KEY TAKEAWAYS With about one-fifth of third-quarter earnings results in, the numbers have been solid thus far despite tariffs and increasing wage pressures. We expect the good results to continue based on the favorable U.S.…

PERSPECTIVE ON MARKET VOLATILITY John Lynch Chief Investment Strategist, LPL Financial Ryan Detrick, CMT Senior Market Strategist, LPL Financial Jeffrey Buchbinder CFA Equity Strategist, LPL Financial KEY TAKEAWAYS Stocks fell sharply late last week amid a plethora of concerns, primarily rising interest rates and trade. We share our perspective on the sell-off and discuss where…

GLOBAL EQUITY MARKET OUTLOOK: FAVOR U.S.; STICK WITH EM John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder CFA Equity Strategist, LPL Financial KEY TAKEAWAYS U.S. economic and earnings growth continue to stand out globally and support our positive view of U.S. equities. We continue to see upside potential in emerging markets due to attractive…

THE STOCK MARKET’S FINAL FOUR FACTORS The NCAA Men’s Tournament Final Four is set. Kansas, Loyola, Michigan, and Villanova are headed to San Antonio, Texas to determine this year’s college basketball national champion. In that spirit, following our “Sweet 16” commentary last week, this week we share our “Final Four Factors” for the stock market…