Global Portfolio Strategy | April Setback as Rates Rise | May 6, 2024
LPL Research still favors U.S. equities even after April outperformance by international and emerging markets.
LPL Research still favors U.S. equities even after April outperformance by international and emerging markets.
LPL Research highlights why the S&P 500 fell about 4 percent in April despite a strong first quarter and solid corporate earnings.
LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of earnings news mean for the Fed and markets going forward.
LPL Research examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop.
LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space.
LPL previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector.
LPL Research explores explores Q1 earnings season with S&P 500 earnings per share up nearly 7% despite a big loss from Bristol Myers Squibb.
LPL Research explores the real estate market and an economy that is less sensitive to interest rate policy in a post-pandemic economy.
LPL Research explores the preferred securities market and how they may be an attractive option for income-oriented investors.
LPL Research explores the “Sell in May and Go Away” maxim and how stocks perform during prolonged Fed pause periods.