Research

Midyear Outlook 2023 | The Path Towards Stability | July 12, 2023
At LPL Research, our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. That’s not to say that 2023 hasn’t come with its own set of challenges. We saw two regional banks fail in rapid-fire succession in March—and
Weekly Market Commentary
- Global Portofolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven […]
- Client Letter | Resilient Markets Amid Economic Crosscurrent | August 6, 2025
As July wrapped up and August got underway, investors were met with a whirlwind of market-moving […]
- Weekly Market Commentary | Seven Takeaways From a Dizzying Week For Markets | August 4, 2025
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent […]
- Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025
LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising […]
- Rate and Credit View | Making Mortgage Finance Private Again | July 2025
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on […]
- Weekly Market Commentary | Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | July 21, 2025
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — August 8, 2025
LPL's Weekly Market Performance for the week of August 4, 2025, highlights trade and corporate […]
- A Relief Rally or Reversal in the Dollar?
LPL Research explores the sustainability of the latest rebound in the dollar.
- Volatility’s Vanishing Act
LPL Research analyzes recent volatility levels across major asset classes, and what it could mean […]
- How Do Stocks Perform During Fed Easing Cycles?
LPL Research analyzes an action-packed end to July and historical performance during Fed […]
- Weekly Market Performance — August 1, 2025
LPL's Weekly Market Performance for the week of July 28, 2025, highlights an action packed week, […]
- Consumer Discretionary Sector Outlook: Tariffs and Slowing Consumer Spending Point to Complacency
LPL Research assesses tariff-related profitability effects on consumer discretionary companies.