Research
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
- Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its long-term bull market.
- Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025
LPL Research examines recent Fed comments and what to expect moving forward.
- Weekly Market Commentary | Earnings Season Delivers | August 18, 2025
LPL Research discusses key takeaways from the most recent earnings season.
- 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 earnings, evolving trade dynamics, and shifting interest rate expectations.
- 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 decisions by the current administration.
Recent Posts
Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025
We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.
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