Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of turbulence in the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022.
Turbulence cannot be avoided, but it also need not deter us from making progress toward our financial goals. LPL Research’s Midyear Outlook 2022: Navigating Turbulence is designed to help you assess conditions over the second half of the year, alert you to the challenges that may still lie ahead, and help you find the smoothest path for making continued progress toward your destination. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions.
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This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full Midyear Outlook 2022: Navigating Turbulence publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.
Tracking # 1-05292601 (Exp. 07/23)
http://go.lpl.com/MidYearOutlook2022
LPL Research Outlook 2022: Passing the Baton is designed to provide insight and analysis for the next set of challenges the economy and markets may face. While the economy continues to move forward, we’re still feeling some aftershocks of COVID-19 and the Delta variant.
We see 2022 playing out as a handoff—from stimulus bridging a pandemic recovery to an economy growing firmly on its own, with consumers, productivity, small businesses, and capital investments all playing a part. Inflation must be closely watched, but LPL Research believes recent price pressures are transitory, and that the strong economic recovery may continue to drive strong earnings growth and support further gains for stocks. The strong economic recovery and potentially higher inflation expectations may help push interest rates higher and lead to flat or potentially negative core bond returns in the second half.
We’ve had a hand up that has helped us through a period of unique economic challenges. In 2022, the economy may be ready for a handoff, back to a greater emphasis on the individual choices of households and business. How smoothly that handoff is executed may determine the course of the recovery. LPL Research’s Outlook 2022 is here to provide insight on the economy, stocks, and bonds and what may lie ahead for next year and beyond.
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IMPORTANT DISCLOSURES
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full Outlook 2022: Passing the Baton publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.
Tracking #1-05207230 (Exp. 12/22)
LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the speed can be exhilarating as economic growth accelerates, it can also be dangerous. Midyear Outlook 2021 looks ahead for opportunities, but also watches for new hazards created by the reopening.
With the U.S. economy reopened, the growth rate may peak in second quarter 2021, but there is still plenty of momentum left to extend above-average growth into 2022. Inflation must be closely watched, but LPL Research believes recent price pressures are transitory, and that the strong economic recovery may continue to drive strong earnings growth and support further gains for stocks in the second half of 2021. The strong economic recovery and potentially higher inflation expectations may help push interest rates higher and lead to flat or potentially negative core bond returns in the second half.
The LPL Research team’s Midyear Outlook 2021 covers the economy, policy, stocks, and bonds. Prepare for a fast-paced second half with the economic insights and market guidance in LPL Research Midyear Outlook 2021: Picking Up Speed.
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http://view.ceros.com/lpl/midyear-outlook-2021
LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead.
2021 will bring advances to further limit the impact of COVID-19, and the goal remains keeping the economy as open as possible until then. Continued progress in the response to COVID-19, including further stimulus, will be key to sustaining the recovery. As the pandemic subsides, restrictions are lifted, and consumers’ daily lives return to something close to normal, the pace of the recovery should pick up speed—probably in the middle of 2021.
LPL Research’s Outlook 2021 covers post-election policy, the economy, stocks and bonds. Prepare to power forward in 2021 with the economic insights and market guidance in LPL Research Outlook 2021: Powering Forward.
View the digital version:
http://view.ceros.com/lpl/outlook-2021
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full Outlook 2021: Powering Forward publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.
Tracking # 1-05088216 (Exp. 12/21)