LPL Outlook 2022

LPL Outlook 2022

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.

LPL Street View Video

In 2022 we expect a handoff to take place and for consumers, small businesses, and capital investments to take the baton and help this cycle of growth continue.  This 8-minute, client-approved video highlights Research's market and economic forecasts for 2022.

Watch Video

LPL Market Signals Podcast

Jeff Buchbinder and Ryan Detrick discuss the latest on the Omicron variant and what an earlier tapering could mean, while also breaking down where LPL Research sees the economy, stocks, and bonds going in 2022.

Market Signals Podcast