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 the first part of2022. 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. 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 soundfinancial advice from dedicated professionals who have logged many hours in similar conditions.
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LPL Midyear 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.
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.
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.