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
- Client Letter | Beyond the Federal Reserve Rate Cuts | October 2, 2024
Now that the Federal Reserve has finally cut rates, LPL Research explores possible implications for […]
- Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024
LPL Research explores the record-high rally in gold and highlights how the precious metal has […]
- Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024
LPL Research discusses potential market impacts of policy changes, including the Fed’s pivot and […]
- Election Implications on the Municipal Market | Weekly Market Commentary | September 16, 2024
LPL Research examines how the U.S. presidential election could impact the municipal market.
- Second Quarter Earnings Recap: Good, Not Great | Weekly Market Commentary | September 9, 2024
LPL Research recaps second quarter earnings season and shares its thoughts about the outlook for […]
- 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 […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — October 4, 2024
LPL's Weekly Market Performance for the week of September 30, 2024, highlights U.S. jobs data, […]
- Chinese Stocks Charge Into Bull Market Territory
LPL Research highlights recent policy changes in China and how they have impacted equity and fixed […]
- Alternative Strategies During Rate Cut Cycles
LPL Research provides an update on how the infrastructure market has evolved and where it fits in a […]
- October Seasonals: Trick or Treat?
LPL Research explores what clues seasonality can give us about markets for the remainder of 2024.
- Weekly Market Performance — September 27, 2024
LPL's Weekly Market Performance for the week of September 23, 2024, highlights AI-related earnings, […]
- It’s What’s Priced In That Matters
LPL Research examines why Treasury yields are higher lately despite the Federal Reserve cutting […]