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.
- 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.
- Client Letter | Midyear Outlook 2024: Still Waiting for the Turn | July 9, 2024
LPL Research recaps the economy and market to date, plus provides a forecast through year-end.
- Client Letter | Solid Gains to End the First Half | July 3, 2024
LPL Research highlights potential stock market implications of the other birthday America celebrates this month and the strong gains in the first half.
- Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024
LPL Research discusses expectations for the upcoming earnings season, highlighting the importance of earnings growth in maintaining or enhancing stock market gains.
- Artificial Intelligence: The Antidote to Fed Policy? | Weekly Market Commentary | June 24, 2024
LPL Financial explores artificial intelligence, its expected impact on the stock market, and investing in disruptive technologies.
- Keep Calm and Clip Bond Coupons | Weekly Market Commentary | June 17, 2024
LPL Research explores the Treasury market's response to recent economic data releases and central bank meetings.
- India at the Crossroads | Weekly Market Commentary | June 10, 2024
LPL explores how Indian Prime Minister Modi's recent election victory may impact the country's economy and its status as a global investment destination.
- Global Portfolio Strategy | Summer Sector Shifts | June 7, 2024
LPL Research makes some mid-year sector allocation changes and upgrades industrials and consumer staples, while downgrading consumer discretionary and healthcare.
- Client Letter | Stocks Benefit From Solid Fundamental Foundation | June 5, 2024
LPL Research explores how economic growth, corporate profits, and political events are shaping the stock market this summer.
- Adjusting the Sector Sails | Weekly Market Commentary | June 3, 2024
LPL explores takeaways from an unseasonably strong May, the technical and seasonal setup for stocks into June, and highlights recent sector changes.
- Earnings are Doing Their Part: Exploring Q1 Earnings | Weekly Market Commentary | May 28, 2024
LPL Research explores explores Q1 earnings season with S&P 500 earnings per share up nearly 7% despite a big loss from Bristol Myers Squibb.
- How's It Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024
LPL Research explores the real estate market and an economy that is less sensitive to interest rate policy in a post-pandemic economy.
- Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024
LPL Research explores the preferred securities market and how they may be an attractive option for income-oriented investors.
- Global Portfolio Strategy | April Setback as Rates Rise | May 6, 2024
LPL Research still favors U.S. equities even after April outperformance by international and emerging markets.
- Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
LPL Research explores the “Sell in May and Go Away” maxim and how stocks perform during prolonged Fed pause periods.
- Client Letter | Navigating May's Stock Market Outlook | May 1, 2024
LPL Research highlights why the S&P 500 fell about 4 percent in April despite a strong first quarter and solid corporate earnings.
- That Was Quite a Week | Weekly Market Commentary | April 29, 2024
LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of earnings news mean for the Fed and markets going forward.