Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Check back weekly for more Information!
- Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
- Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
LPL Research discusses the case for bull and bear markets in 2025.
- Client Letter | AI Advances and Tariff Tactics | February 5, 2025
LPL Research discusses America's lead in the AI race and the potential economic impact of President Trump's impending tariffs.
- U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that come with such privilege.
- Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency.
- Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty | Weekly Market Commentary | January 21, 2025
LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start.
- New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
LPL Research discusses why they believe investors should give the bull market the benefit of the doubt.
- Global Portfolio Strategy | Ingredients in Place for Another Good Year for Stocks in 2025 | January 8, 2025
Stocks ended mostly lower in December as historically strong seasonality failed to materialize
- Client Letter | Another Strong Year for Stocks | January 8, 2025
LPL Research discusses what investors can take away from the stock market’s surprising ascent in 2024.
- Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025
The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024.