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Weekly Market Commentary
- Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven […]
- Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025
LPL Research examines recent stock performance in the face of changing and unexpected policy […]
- Client Letter | Resilient Markets Amid Economic Crosscurrent | August 6, 2025
As July wrapped up and August got underway, investors were met with a whirlwind of market-moving […]
- Weekly Market Commentary | Seven Takeaways From a Dizzying Week For Markets | August 4, 2025
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent […]
- Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025
LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising […]
- Rate and Credit View | Making Mortgage Finance Private Again | July 2025
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on […]
Market Signal Podcast
Macro. Market. Movers.
- Do Earnings Revisions Support Markets Under the Surface?
LPL Research explores the earnings revision theme, which has quietly emerged as a driver for the […]
- Healthcare Looks Like a Value Trap
LPL Research shares its outlook for the healthcare sector and explains why low valuations aren’t […]
- Weekly Market Performance — August 8, 2025
LPL's Weekly Market Performance for the week of August 4, 2025, highlights trade and corporate […]
- A Relief Rally or Reversal in the Dollar?
LPL Research explores the sustainability of the latest rebound in the dollar.
- Volatility’s Vanishing Act
LPL Research analyzes recent volatility levels across major asset classes, and what it could mean […]
- How Do Stocks Perform During Fed Easing Cycles?
LPL Research analyzes an action-packed end to July and historical performance during Fed […]