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Portfolio Compass | July 19, 2018

Downgraded large/small foreign equities to negative/neutral from neutral. Downgraded industrial metals to neutral from neutral/positive. . . .

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Bonds May Feel Continued Pressure | Bond Market Perspectives | July 17, 2018
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Bonds May Feel Continued Pressure | Bond Market Perspectives | July 17, 2018

Rates may be poised to rise further in the second half of 2018, though likely . . .

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Global Economic Outlook Remains Strong on U.S. Growth Prospects | Weekly Economic Commentary | July 16, 2018
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Global Economic Outlook Remains Strong on U.S. Growth Prospects | Weekly Economic Commentary | July 16, 2018

The global growth story remains steady in 2018, with growth forecast at 3.8%. Source: WEEKLY . . .

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2018 Midyear Stock Market Outlook: Second Half Rally? | Weekly Market Commentary | July 16, 2018
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2018 Midyear Stock Market Outlook: Second Half Rally? | Weekly Market Commentary | July 16, 2018

The current environment looks favorable for strong earnings and stock gains. Source: WEEKLY COMMENTARY

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Midyear Outlook 2018: Executive Summary
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Midyear Outlook 2018: Executive Summary

The Executive Summary highlights key themes and LPL Research economic and market forecasts from Midyear . . .

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Midyear Outlook 2018: The Plot Thickens | Client Letter by John Lynch | July 11, 2018
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