Latest News From LPL Financial
LPL Financial Research Publications
- Global Portfolio Strategy | Mixed Market Messages | March 10, 2025 March 10, 2025LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from multiple angles and tariff and trade uncertainty lingered.
- Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025 March 10, 2025LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge.
- Client Letter | Tariff Transition | March 5, 2025 March 5, 2025LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.
- Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025 March 3, 2025LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025.
- Refinancing ZIRP | Weekly Market Commentary | February 24, 2025 February 24, 2025LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025.
- Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025 February 18, 2025LPL Research explores the latest round of tariff news and why the metals market is heating up.
- Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025 February 10, 2025The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
- Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025 February 10, 2025LPL Research discusses the case for bull and bear markets in 2025.
- Client Letter | AI Advances and Tariff Tactics | February 5, 2025 February 5, 2025LPL Research discusses America's lead in the AI race and the potential economic impact of President Trump's impending tariffs.
- U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025 February 3, 2025LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that come with such privilege.