Global Portfolio Strategy | Upgrading Small Caps on Developing Rotation | April 5, 2024
LPL Research upgrades small caps to neutral and trims overweight to large cap growth.
Source: WEEKLY COMMENTARY
LPL Research upgrades small caps to neutral and trims overweight to large cap growth.
Source: WEEKLY COMMENTARY
LPL Research explores a solid Q4 earnings season powered by the Super Six and resilient profit margins, helping to support elevated stock valuations.
Source: WEEKLY COMMENTARY
LPL Research examines the rebound in share buybacks on the back of a resilient U.S. economy, easing inflation pressures, and expected interest rate cuts.
Source: WEEKLY COMMENTARY
LPL Research examines the Treasury market to discover who is buying Treasury securities in the absence of the Fed and why it’s important for markets.
Source: WEEKLY COMMENTARY
LPL Research discusses its upwardly revised economic growth forecast for 2024 and how fiscal stimulus may provide some support.
Source: WEEKLY COMMENTARY
Stocks started 2024 off on a positive note, with gains in January and early February, a positive signal for potential gains over the rest of the year.
Source: WEEKLY COMMENTARY
LPL Research examines January gains and what they may mean for the rest of the year.
Source: WEEKLY COMMENTARY
LPL discusses the likelihood the stock market’s gains in January will translate into a positive 2024 for stocks and whether the S & P 500 has come too far too fast.
Source: WEEKLY COMMENTARY
LPL Research discusses several different stock valuation approaches and even make the case that they aren’t as pricey as they look.
Source: WEEKLY COMMENTARY
LPL Research examines supply chain issues today compared to the pandemic and discusses whether they will alter the Fed’s plans to cut interest rates in 2024.
Source: WEEKLY COMMENTARY