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 Portfolio Strategy | Mixed Market Messages | March 10, 2025
LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from […]
- Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
LPL Research discusses the distinct nature of investment horizons and examines when and why […]
- Client Letter | Tariff Transition | March 5, 2025
LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the […]
- Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of […]
- Refinancing ZIRP | Weekly Market Commentary | February 24, 2025
LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury […]
- Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
LPL Research explores the latest round of tariff news and why the metals market is heating up.
Market Signal Podcast
Macro. Market. Movers.
- Equity Markets Grapple with Tariffs
LPL Research provides perspective on the latest bout of market volatility.
- Letter From the CIO: Market Volatility
LPL Research's Chief Investment Officer, Marc Zabicki, discusses factors driving recent market […]
- Weekly Market Performance — March 7, 2025
LPL's Weekly Market Performance for the week of March 3, 2025, highlights the latest tariff […]
- Five Key Takeaways From China’s NPC Meeting
LPL Research highlights several key takeaways from China’s National People’s Congress (NPC) […]
- Reassessing Growth Amid Policy Uncertainty
LPL Research explains why a downshift in growth is likely given softer economic data.
- Call It a Comeback? Active Large Growth Funds Get a Boost
LPL Research finds that active large growth funds have started outperforming their index after a […]