Research
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas.
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas.
Weekly Market Commentary
- Weekly Market Commentary | Happy Anniversary Bull Market | October 13, 2025
This bull market enters year four with strong gains, driven by tech and AI. History suggests more […]
- Market Insight Quarterly | Q3 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, […]
- Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October | October 7, 2025
Despite historical weakness in September, the S&P 500 was tracking above bullish targets, […]
- Weekly Market Commentary | Q3 Earnings Season Preview: Little Suspense | October 6, 2025
LPL Research provides a Q3 earnings preview highlighting strong AI-driven growth, resilient margins […]
- Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025
LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic […]
- Rate and Credit View | Can Investment-Grade Corporate Bonds be the New Risk-Free Asset? | October 2025
LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — October 10, 2025
LPL's Weekly Market Performance for the week of October 6, 2025, highlights a quiet week ending […]
- Pfizer Tariff Reprieve Gives Healthcare a Shot in the Arm
LPL Research discusses how Pfizer’s tariff deal has boosted healthcare stocks and is reshaping […]
- Fiber Optics vs. Data Centers: Dotcom and AI Comparisons
LPL Research examines similarities of valuations, market concentration, and capex financing between […]
- Navigating the Equity Income Landscape: Three Key Approaches
LPL Research examines three dividend investing strategies — high dividend yield, dividend growth, […]
- Weekly Market Performance — October 3, 2025
LPL's Weekly Market Performance for the week of October 3, 2025, highlights the government […]
- Q3 Recap — 10 Key Takeaways
LPL Research takes a look back at third quarter (Q3) performance, providing 10 key takeaways.