LPL Financial Research
Stay up-to-date with LPL Research’s Weekly Market Commentary, Global Portfolio Strategy, and other informative publications. Gain valuable insights into market trends, economic analysis, and investment opportunities.
- Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
LPL Research explores trade dynamics since Trump's first administration and why that may limit the impact of changes to trade policy.
- Election Day Takeaways | Weekly Market Commentary | November 11, 2024
LPL Research explores the election outcome and what it could mean for markets going forward.
- Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024
In October, U.S. stocks ended a five-month winning streak, closing modestly lower despite a surge in Treasury yields and rate cut repricing.
- Client Letter | Donald Trump Elected 47th President of the United States of America | November 6, 2024
Achieving an outcome and removing policy uncertainty is positive for markets, especially with the U.S. economy on solid footing.
- Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024
LPL Research discusses key policy differences between candidates and key factors that may determine how markets react to potential election outcomes.
- What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024
LPL Research discusses some economic and market risks that, in honor of Halloween, might scare investors in the months ahead and lead to more market volatility.
- Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024
LPL Research previews Q3 earnings season, identifies key drivers of results, and discusses several factors supporting the earnings outlook for the coming year.
- Happy Second Birthday Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024
LPL Research celebrates the bull market's second anniversary and discusses if the market can continue to run higher.
- Global Portfolio Strategy | Shifting from Bonds to Alternatives for Additional Diversification Benefits | October 9, 2024
LPL Research's STAAC upgrades consumer discretionary from underweight to neutral.
- Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 07, 2024
LPL Research explores the Fed's recalibration of policy amid economic shifts, rate cuts, and labor market dynamics impacting growth and inflation.
- Client Letter | Beyond the Federal Reserve Rate Cuts | October 2, 2024
Now that the Federal Reserve has finally cut rates, LPL Research explores possible implications for the economy and markets.
- Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024
LPL Research explores the record-high rally in gold and highlights how the precious metal has outperformed most risk assets this year.
- Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024
LPL Research discusses potential market impacts of policy changes, including the Fed’s pivot and the upcoming presidential election.
- Election Implications on the Municipal Market | Weekly Market Commentary | September 16, 2024
LPL Research examines how the U.S. presidential election could impact the municipal market.
- Second Quarter Earnings Recap: Good, Not Great | Weekly Market Commentary | September 9, 2024
LPL Research recaps second quarter earnings season and shares its thoughts about the outlook for corporate profits through 2025.
- Global Portfolio Strategy | August: A Tale of Two Trends | September 6, 2024
LPL's STAAC upgrades healthcare sector to neutral from underweight and downgrades energy to neutral from overweight.
- Client Letter | The U.S. Economy and Financial Markets: Passing the Tests | September 4, 2024
As students head back to school, LPL Research reviews several tests that the U.S. economy and the stock market have passed recently.
- Russia To Host BRICS Amid Heightened Geopolitical Conflict | Weekly Market Commentary | September 3, 2024
Amid global hostilities, Vladimir Putin announced BRICS 2024 is focused on establishing a “fair world order” and fostering further member integration.
- It's Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024
LPL Research provides key takeaways from the recent Jackson Hole Economic Symposium and what to expect in future Federal Reserve policy.
- Stock and Bond Market FAQs From the Field and Focus 2024 | Weekly Market Commentary | August 19, 2024
LPL Research explores advisor FAQs from the 2024 Focus conference, including market volatility, rate expectations, yen carry trade, and small cap equities.