LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge. Read the
Client Letter | Tariff Transition | March 5, 2025
LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market. Read the
Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
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