LPL Research
LPL Research
LPL Financial Research Publications Receive timely updates on our client approved Research Publications.
- The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024on April 22, 2024 at 9:45 am
LPL Research examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop.
- Revisiting Energy | Weekly Market Commentary | April 15, 2024on April 15, 2024 at 9:45 am
LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space.
- What to Watch This Earnings Season | Weekly Market Commentary | April 8, 2024on April 8, 2024 at 9:45 am
LPL previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector.
- Client Letter | An Excellent First Quarter for Stocks | April 5, 2024on April 5, 2024 at 11:45 am
LPL Research highlights an excellent first quarter for stocks, the latest economic data, and what that means for investors.
- IPOs as a Market Tell | Weekly Market Commentary | April 1, 2024on April 5, 2024 at 9:45 am
LPL Research explores IPO market trends and what a recent uptick in activity could mean for stocks.
- Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024on March 25, 2024 at 9:45 am
LPL Research discusses strategic and tactical investment processes and recap their recent strategic asset allocation change.
- A Busy (and Perhaps Historic) Week for Central Banks | Weekly Market Commentary | March 18, 2024on March 18, 2024 at 9:45 am
LPL Research previews a busy week for central banks, including the Federal Reserve and the Bank of Japan, and what it could mean for interest rates.
- Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024on March 11, 2024 at 9:45 am
LPL Research discusses gold rallying to a record high, how global central bank demand has been a key catalyst, and how gold-related ETFs could provide support.
- Global Portfolio Strategy | Fabulous February | March 6, 2024on March 6, 2024 at 12:02 pm
Stocks enjoyed another month of gains in February, a positive signal for potential gains over the rest of the year.
- Client Letter | Markets Warming Up | March 6, 2024on March 6, 2024 at 11:45 am
LPL Research examines fourth quarter earnings season, February’s market activity, and what it could mean for March.
- Global Portfolio Strategy | Upgrading Small Caps on Developing Rotation | April 5, 2024on March 5, 2024 at 12:02 pm
LPL Research upgrades small caps to neutral and trims overweight to large cap growth.
- Super Six Drives Solid Earnings Season | Weekly Market Commentary | March 4, 2024on March 4, 2024 at 9:45 am
LPL Research explores a solid Q4 earnings season powered by the Super Six and resilient profit margins, helping to support elevated stock valuations.
- Buybacks are Back | Weekly Market Commentary | February 26, 2024on February 26, 2024 at 9:45 am
LPL Research examines the rebound in share buybacks on the back of a resilient U.S. economy, easing inflation pressures, and expected interest rate cuts.
- Treasuries : Who’s Buying and Why it Matters | Weekly Market Commentary | February 20, 2024on February 20, 2024 at 9:45 am
LPL Research examines the Treasury market to discover who is buying Treasury securities in the absence of the Fed and why it’s important for markets.
- Outlook for U.S. Economy Continues to Brighten | Weekly Market Commentary | February 12, 2024on February 12, 2024 at 9:45 am
LPL Research discusses its upwardly revised economic growth forecast for 2024 and how fiscal stimulus may provide some support.
- Global Portfolio Strategy | Stocks Start New Year on the Front Foot | February 7, 2024on February 7, 2024 at 12:02 pm
Stocks started 2024 off on a positive note, with gains in January and early February, a positive signal for potential gains over the rest of the year.
- Client Letter | Solid Start to 2024 | February 7, 2024on February 7, 2024 at 11:45 am
LPL Research examines January gains and what they may mean for the rest of the year.
- Will the January Barometer Come Through? | Weekly Market Commentary | February 5, 2024on February 5, 2024 at 9:45 am
LPL discusses the likelihood the stock market’s gains in January will translate into a positive 2024 for stocks and whether the S & P 500 has come too far too fast.
- Is Too Much Optimism Priced In? | Weekly Market Commentary | January 29, 2024on January 29, 2024 at 9:45 am
LPL Research discusses several different stock valuation approaches and even make the case that they aren’t as pricey as they look.
- Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024on January 22, 2024 at 11:45 am
LPL Research examines supply chain issues today compared to the pandemic and discusses whether they will alter the Fed’s plans to cut interest rates in 2024.
- Magnificent Seven and Margins Are Keys to Q4 Earnings Season | Weekly Market Commentary | January 16, 2024on January 16, 2024 at 11:45 am
LPL Research previews fourth quarter earnings season highlighting the importance of the magnificent seven, outsized cuts to estimates, and profit margins.
- Global Portfolio Strategy | Stocks and Bonds Both End 2023 on a High Note | January 8, 2024on January 8, 2024 at 12:02 pm
Stocks capped off a strong 2023 with solid gains in December amid increasing investor confidence in a soft landing.
- China 2024 Faces Demanding Challenges | Weekly Market Commentary | January 8, 2024on January 8, 2024 at 11:45 am
LPL Research explores the expectations for post-pandemic China and provides updated thoughts on investing in China and emerging markets.
- Client Letter | Important Lessons from 2023 | January 3, 2024on January 3, 2024 at 11:45 am
LPL Research looks back on what we learned in 2023 and important lessons for investors to take into 2024.
- Lessons Learned in 2023 | Weekly Market Commentary | January 2, 2024on January 2, 2024 at 11:45 am
LPL Research reflects back on 2023 and the key lessons learned from a challenging but impressive year for stocks.
- Key Equity Themes for 2024 | Weekly Market Commentary | December 18, 2023on December 18, 2023 at 11:45 am
LPL Research highlights key themes underlying our stock market outlook for 2024 and discusses possible upside scenarios.
- Global Portfolio Strategy | After Strong November, Seasonal Tailwinds Persist | December 14, 2023on December 14, 2023 at 12:02 pm
LPL Research’s STAAC sees the risk-reward trade-off between equities and fixed income as roughly balanced.
- Client Letter | Outlook 2024: A Turning Point | December 12, 2023on December 12, 2023 at 10:55 am
LPL Research discusses their economic and market forecasts for the first half of 2024.
- Outlook 2024 | A Turning Point | December 12,2023on December 12, 2023 at 10:55 am
The LPL Research team provides insight and analysis into 2024’s opportunities, challenges, and potential surprises.
- Outlook 2024: Executive Summary | December 12, 2023on December 12, 2023 at 7:04 am
The Executive Summary highlights key themes and LPL Research economic and market forecasts from Outlook 2024: A Turning Point.