LPL Research

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

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

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

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

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

This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.

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

Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.

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