MARKET INSIGHT QUARTERLY
Weekly Market Commentary | Earnings Season Outlook: Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
Client Letter | September 03, 2025
Dear Valued Investor, As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this month amid a...
Client Letter | July 03, 2025
Dear Valued Investor, As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape...
Global Portfolio Strategy | August 2025
Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic...
Global Portfolio Strategy | July 2025
S&P 500 Starts the Second Half at an All-TimeHigh The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and...