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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 the coming year.
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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.
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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.
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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 inflation.
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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.
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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 year.
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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.
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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.
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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.
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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 passed recently.
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