Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Check back weekly for more Information!
- Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023
LPL Research explains why its STAAC is lowering its recommended equities allocation to neutral.
- How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023
LPL Research discusses how mega-cap technology companies have powered the broader market higher this year and if that is a problem for stocks looking forward.
- Will History Rhyme? A Fed Pause Has Been Good for Fixed Income | Weekly Market Commentary | May 22, 2023
LPL Research discusses how a Federal Reserve pause has been good for fixed income in the past.
- Earnings Update: Better than Feared Undersells These Results | Weekly Market Commentary | May 15, 2023
LPL Research discusses the factors that have led to upside surprises associated with first quarter 2023 earnings season.
- King Dollar Still Rules | Weekly Market Commentary | May 8, 2023
LPL Research discusses the U.S. dollar and whether it still reigns as the global reserve currency.
- Global Portfolio Strategy | May 4, 2023
Stocks rallied for the second straight month in the historically seasonally strong month of April.
- Client Letter | Investor Sentiment Tested | May 3, 2023
LPL Research discusses the flurry of recent activity that is testing investor sentiment.
- Sell in May? | Weekly Market Commentary | May 1, 2023
LPL Research discusses the seasonal pattern of “Sell in May and go away” and whether the pattern might hold this year.
- Draining the Lifeblood of the Economy | Weekly Market Commentary | April 24, 2023
LPL Research discusses the weakness in small businesses and what that foreshadows in the markets and the economy.
- A Closer Look at Commercial Real Estate | Weekly Market Commentary | April 17, 2023
LPL Research looks at commercial real estate following last month’s banking turmoil.