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.
- Inflation’s Importance to Financial Markets Cannot Be Overstated
Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL Financial explores the ways inflation can impact the market.
- Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best month since November 2023.
- Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025
Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future returns.
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings results, and bond market headwinds.
- Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick
LPL Research discusses recent tariff news, what direction the Trump administration might go in next, and potential market implications.
- Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?
LPL Research discusses first quarter's solid reporting season and why it might not offer much of a confidence boost for the rest of 2025's market outlook.
- Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steady
LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, and the ongoing strength of the U.S. dollar.
- Weekly Market Commentary | Bulls Are on Trial
LPL Research discusses trade talks and their market outlook, noting progress but ongoing uncertainty due to tariff risks and economic conditions.
- LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimism
Major averages ended a volatile April mostly lower after paring back a deep correction in the wake of the April 2 reciprocal tariff announcement.
- Market Resilience Amid Uncertainty
LPL highlights the stock market’s resilience, emphasizing downturns often create opportunities for disciplined, long-term investors.
- Finding Value Among the Muni Market Malaise
LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more.
- Weekly Market Commentary | Softer Tone on China Is Encouraging, but Some Caution Still Advised
LPL Research discusses recent market advancements and what they might mean for investing.
- Revising Our S&P 500 Target Amid a Storm of Uncertainty
LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows recently being reached.
- Decent Chance Stock Market Bottom Is in but Far From Certain
LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks following last week’s rebound.
- Global Portfolio Strategy | Market Sell-Off Intensifies on Adverse Tariff News | April 11, 2025
U.S. equity markets extended declines in March, with the S&P 500 suffering its biggest monthly decline since December of 2022.
- A Gut Check Moment for Markets – and Investors
LPL Research discusses what they're focused on amidst recent market volatility.
- Tariff Turmoil: Where Do We Go from Here?
LPL Research provides key takeaways from recent tariff news, including some potential silver linings.
- Trade Tensions Intensify
LPL Research provides insights on recent trade tensions and encourages investors to focus on the long term.
- Tariffs Bring April Showers For Markets | Client Letter | April 2, 2025
LPL Research discusses tariffs' economic impact, noting economic uncertainty and potential slowdown.
- Tariff Uncertainty Facing Stocks to Start Clearing Soon | March 31, 2025
LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements.