LPL Research shares some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.

2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises.

The U.S. economy has surprised nearly everyone to the upside as it speeds along thanks to vaccinations, reopening, and record stimulus.

After a remarkable performance during first-quarter earnings season, delivering an encore that will please investors will be tough.

LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.