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LPL Research

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 strategic and tactical perspectives may diverge.
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Client Letter | Tariff Transition | March 5, 2025

LPL Research discusses the U.S. economy’s expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
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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 double-digit earnings growth in 2025.
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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 market enters a transition period in 2025.
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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.
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Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025

The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
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Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

LPL Research discusses the case for bull and bear markets in 2025.
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Client Letter | AI Advances and Tariff Tactics | February 5, 2025

LPL Research discusses America’s lead in the AI race and the potential economic impact of President Trump’s impending tariffs.
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U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that come with such privilege.
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Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025

LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency.
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