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LPL Research

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.

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 materials.

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.

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.

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 with such privilege.

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.

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.

New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025

LPL Research discusses why they believe investors should give the bull market the benefit of the doubt.

Global Portfolio Strategy | Ingredients in Place for Another Good Year for Stocks in 2025 | January 8, 2025

Stocks ended mostly lower in December as historically strong seasonality failed to materialize

Client Letter | Another Strong Year for Stocks | January 8, 2025

LPL Research discusses what investors can take away from the stock market’s surprising ascent in 2024.

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