LPL Research

Global Portfolio Strategy | February 9, 2021

We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.

The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.

The US economy continues to make steady progress in its recovery despite any short-term volatility.

US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.

Small cap stocks have outperformed large cap stocks, suggesting the early stages of new economic cycle.

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.