Research
Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. But with resilience, perspective, and the support of close connections, we can navigate through it all and
Weekly Market Commentary
- 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 […]
- Equity Strategy Insights | International Equities Are Attractively Valued, But What Else Is New? | September 2025
LPL Research examines whether attractive valuations and technical strength in international […]
- Weekly Market Commentary | Equity Market Melt-Up Cools as Government Shutdown Looms | September 29, 2025
LPL Research analyzes recent market performance as Fed expectations, strong economic data, […]
Market Signal Podcast
Macro. Market. Movers.
- 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.
- Eight Things to Know About Government Shutdowns
LPL Research discusses government shutdowns and what matters to investors.
- Can October Seasonals Keep the Melt-Up Going?
LPL Research examines seasonal stock market trends in October and the fourth quarter.