LPL Research

Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024

LPL Research previews Q3 earnings season, identifies key drivers of results, and discusses several factors supporting the earnings outlook for…..

Happy Second Birthday Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024

LPL Research celebrates the bull market's second anniversary and discusses if the market can continue to run higher...

Global Portfolio Strategy | Shifting from Bonds to Alternatives for Additional Diversification Benefits | October 9, 2024

LPL Research's STAAC upgrades consumer discretionary from underweight to neutral...

Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 07, 2024

LPL Research explores the Fed's recalibration of policy amid economic shifts, rate cuts, and labor market dynamics impacting growth and…..

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 the economy and markets...

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 outperformed most risk assets this…..

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 the upcoming presidential election...

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...

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…..

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