Weekly Market Commentary

July 01, 2024 | LPL Research

LPL Research discusses expectations for the upcoming earnings season, highlighting the importance of earnings growth in maintaining or enhancing stock market gains.

June 24, 2024 | LPL Research

LPL Financial explores artificial intelligence, its expected impact on the stock market, and investing in disruptive technologies.

June 17, 2024 | LPL Research

LPL Financial’s Chief Fixed Income Strategist, Lawrence Gillum, explores the Treasury market's response to recent economic data releases and central bank meetings.

June 10, 2024 | LPL Research

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.

June 03, 2024 | LPL Research

LPL explores takeaways from an unseasonably strong May, the technical and seasonal setup for stocks into June, and highlights recent sector changes.

May 28, 2024 | LPL Research

LPL Research explores Q1 earnings season with S&P 500 earnings per share up nearly 7% despite a big loss from Bristol Myers Squibb.

May 20, 2024 | LPL Research

LPL Research explores the real estate market and an economy that is less sensitive to interest rate policy in a post-pandemic economy.

May 13, 2024 | LPL Research

LPL Research explores the preferred securities market and how they may be an attractive option for income-oriented investors.

May 06, 2024 | LPL Research

LPL Research explores how stocks perform during prolonged Fed pause periods.

April 29, 2024 | LPL Research

LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of earnings news mean for the Fed and markets going forward.

April 22, 2024 | LPL Research

LPL Research examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop.

April 15, 2024 | LPL Research

LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space.

April 08, 2024 | LPL Research

LPL previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector.

April 01, 2024 | LPL Research

LPL Research explores IPO market trends and what a recent uptick in activity could mean for stocks.

March 25, 2024 | LPL Research

LPL Research discusses strategic and tactical investment processes and recaps their recent strategic asset allocation change.

March 18, 2024 | LPL Research

LPL Research previews a busy week for central banks, including the Federal Reserve and the Bank of Japan, and what it could mean for interest rates.

March 11, 2024 | LPL Research

LPL Research discusses gold rallying to a record high, how global central bank demand has been a key catalyst, and how gold-related ETFs could provide support.

March 04, 2024 | LPL Research

LPL Research explores a solid Q4 earnings season powered by the Super Six and resilient profit margins, helping to support elevated stock valuations.

February 26, 2024 | LPL Research

LPL Research examines the rebound in share buybacks on the back of a resilient U.S. economy, easing inflation pressures, and expected interest rate cuts.

February 20, 2024 | LPL Research

LPL Research examines the Treasury market to discover who is buying Treasury securities in the absence of the Fed and why it’s important for markets.

February 12, 2024 | LPL Research

LPL Research discusses its upwardly revised economic growth forecast for 2024 and how fiscal stimulus may provide some support.

February 05, 2024 | LPL Research

LPL discusses the likelihood the stock market's gains in January will translate into a positive 2024 for stocks and whether the S&P 500 has come too far too fast.

January 29, 2024 | LPL Research

LPL Research discuss several different stock valuation approaches and even make the case that they aren’t as pricey as they look.

January 22, 2024 | LPL Research

LPL Research examines supply chain issues today compared to the pandemic and discusses whether they will alter the Fed’s plans to cut interest rates in 2024.

January 16, 2024 | LPL Research

LPL Research previews fourth quarter earnings season highlighting the importance of the magnificent seven, outsized cuts to estimates, and profit margins.

January 08, 2024 | LPL Research

LPL Research explores the expectations for post-pandemic China and provides updated thoughts on investing in China and emerging markets.

January 02, 2024 | LPL Research

LPL Research reflects back on 2023 and the key lessons learned from a challenging but impressive year for stocks.

December 18, 2023 | LPL Research

LPL Research highlights key themes underlying our stock market outlook for 2024 and discusses possible upside scenarios.

December 11, 2023 | LPL Research

LPL Research discusses the challenge that a fragmented OPEC+ cartel faces in supporting oil in an oversupplied market with lackluster growth in China.

December 11, 2023 | LPL Research

LPL Research discusses the challenge that a fragmented OPEC+ cartel faces in supporting oil in an oversupplied market with lackluster growth in China.