Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025

LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end...

Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025

LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending scrutiny amid narrowing market breadth…..

Weekly Market Commentary | What Could Spook Markets | October 27, 2025

LPL Research provides commentary on which risks should be paid attention to as the markets move into the final months…..

Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025

LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event...

Weekly Market Commentary | Cockroaches, Canaries, and Credit Markets | October 20, 2025

LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and…..

Weekly Market Commentary | Happy Anniversary Bull Market | October 13, 2025

This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid…..

Market Insight Quarterly | Q3 2025

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market...

Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October | October 7, 2025

Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the…..

Rate and Credit View | Can Investment-Grade Corporate Bonds be the New Risk-Free Asset? | October 2025

LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new risk-free asset amid rising national debt…..

Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025

LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals,…..

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