by lpladvisorsadmin | Aug 31, 2021 | Research, Weekly Market Commentary
First and foremost, this week’s commentary should not be construed to suggest that we are saying stocks will go up forever. We are also not saying that stocks are immune from a pullback in the final four months of 2021. Corrections are a normal part of investing and...
by lpladvisorsadmin | Aug 24, 2021 | Research, Weekly Market Commentary
The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months. The term is often associated with the 1970s, which saw runaway inflation—largely driven by sky-high energy prices—and lackluster...
by lpladvisorsadmin | Aug 19, 2021 | Global Portfolio Strategy, Research
Key changes from July’s report: Downgrading emerging markets from neutral to negative Upgrading United States from neutral to positive We see further (but modest) gains for stocks over the rest of the year, powered by a very strong economic growth outlook and...
by lpladvisorsadmin | Aug 17, 2021 | Research, Weekly Market Commentary
Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly (though we humbly suggest that we may have looked less silly than most in our earnings preview on July 12). S&P 500 earnings growth did not surprise by quite...
by lpladvisorsadmin | Aug 10, 2021 | Research, Weekly Market Commentary
The highly transmissible Delta variant of COVID-19 now makes up an overwhelming majority of the new cases in the U.S., bringing with it a rise in cases and hospitalizations. Widespread vaccine distribution and distancing measures have helped limit the variant’s...
