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.
- 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.
- Pullbacks Are Common but Painful | Weekly Market Commentary | August 12, 2024
LPL Research explores recent market volatility, the unwinding of the yen carry trade, and assesses the risk of further selling pressure across equity markets.
- Global Portfolio Strategy | July Gains Give Way to August Volatility | August 7, 2024
Stocks rose in July before volatility picked up in early August. LPL Research is actively monitoring progress toward establishing a durable stock market low.
- Client Letter | Perspectives on Market Volatility | August 6, 2024
LPL Research provides perspective on the recent stock market selloff and discusses some potential catalysts for a rebound.
- Thoughts on Global Selloff and the Dollar's Path to Decompressing | Weekly Market Commentary | August 5, 2024
LPL Research discusses the global stock market selloff and the U.S. dollar.
- Key Themes for the Macroeconomic Landscape in the Second Half of 2024 | Weekly Market Commentary | July 29, 2024
LPL Research discusses key market themes and expectations for the macroeconomic landscape for the second half of 2024.
- Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024
LPL Research provides key themes for bonds in the second half of 2024: current bond yield levels offer opportunity, focus on income, and election volatility.
- Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024
LPL Research provides key themes for stocks in the second half of 2024: earnings importance, potential market volatility, and impact of elevated valuations.
- Global Portfolio Strategy | Stocks Finish First Half on a High Note | July 9, 2024
LPL Research raises its S & P 500 earnings forecasts as stocks rise again in June as technology strength and AI enthusiasm continued to power the major averages higher.
- Midyear Outlook 2024 | Still Waiting for the Turn | July 9, 2024
Navigate markets through year end with LPL Research’s 2024 Midyear Outlook, providing insights on stocks, bonds, the U.S. election, economy, and more.