Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Check back weekly for more Information!
- 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.
