LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025. Read the Full
Refinancing ZIRP | Weekly Market Commentary | February 24, 2025
LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025. Read the
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
LPL Research explores the latest round of tariff news and why the metals market is heating up. Read the Full Story Here Author:
Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and
Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
LPL Research discusses the case for bull and bear markets in 2025. Read the Full Story Here Author:
Client Letter | AI Advances and Tariff Tactics | February 5, 2025
LPL Research discusses America's lead in the AI race and the potential economic impact of President Trump's impending tariffs. Read the Full Story
U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that come
Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. Read the Full Story Here Author:
Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty | Weekly Market Commentary | January 21, 2025
LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start. Read the Full Story Here Author: