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LPL Research
Global Portfolio Strategy | Stocks Finish First Half on a High Note | July 9, 2024
LPL Research raises its S & P 500 earnings forecasts as stocks rise again in June as technology strength and AI enthusiasm continued to power the major averages higher.
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Midyear Outlook 2024 | Still Waiting for the Turn | July 9, 2024
Navigate markets through year end with LPL Research’s 2024 Midyear Outlook, providing insights on stocks, bonds, the U.S. election, economy, and more.
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Client Letter | Midyear Outlook 2024: Still Waiting for the Turn | July 9, 2024
LPL Research recaps the economy and market to date, plus provides a forecast through year-end.
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Client Letter | Solid Gains to End the First Half | July 3, 2024
LPL Research highlights potential stock market implications of the other birthday America celebrates this month and the strong gains in the first half.
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Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024
LPL Research discusses expectations for the upcoming earnings season, highlighting the importance of earnings growth in maintaining or enhancing stock market gains.
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Artificial Intelligence: The Antidote to Fed Policy? | Weekly Market Commentary | June 24, 2024
LPL Financial explores artificial intelligence, its expected impact on the stock market, and investing in disruptive technologies.
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Keep Calm and Clip Bond Coupons | Weekly Market Commentary | June 17, 2024
LPL Research explores the Treasury market’s response to recent economic data releases and central bank meetings.
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India at the Crossroads | Weekly Market Commentary | June 10, 2024
LPL explores how Indian Prime Minister Modi’s recent election victory may impact the country’s economy and its status as a global investment destination.
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Global Portfolio Strategy | Summer Sector Shifts | June 7, 2024
LPL Research makes some mid-year sector allocation changes and upgrades industrials and consumer staples, while downgrading consumer discretionary and healthcare.
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Client Letter | Stocks Benefit From Solid Fundamental Foundation | June 5, 2024
LPL Research explores how economic growth, corporate profits, and political events are shaping the stock market this summer.
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