Can October Seasonals Keep the Melt-Up Going?
by George Smith, Portfolio Strategist, LPL Research Despite a weaker end to the month, the equity market “melt-up”…
October 1, 2025
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
The Federal Reserve Cut Rates, Now What?
by Adam Turnquist, Chief Technical Strategist, LPL Financial The Federal Reserve (Fed) delivered a highly anticipated 0.25% interest…
September 24, 2025
The Intersection of Political Uncertainty and Global Debt Markets
LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields.
September 18, 2025
Will Stocks Rally Through Year Two of the Fed Cutting Cycle?
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. The…
September 17, 2025
Who needs ROI when you can have RPO?
by Thomas Shipp, Head of Equity Research, LPL Research Additional content provided by Tucker Beale, Analyst, Research. The…
September 17, 2025
Resumption of Fed Easing Cycle Could Help Unlock Capital
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
September 15, 2025
Calm Before the Storm? September Rally Outlook
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary.
September 3, 2025
So Long Sweet Summer: A Closer Look at September Seasonals
by Adam Turnquist, Chief Technical Strategist, LPL Financial As summer winds down, many Americans experience a mix of…
September 2, 2025
Grand Ideas at the Grand Tetons
LPL Research examines recent Fed comments and what to expect moving forward.
August 27, 2025
CPI Opens Door for Fed Rate Cuts, Although Pressure Hovers
by Jeff Buchbinder, Chief Equity Strategist, LPL Research Additional content provided by John Lohse, CFA, AVP, Research. July’s…
August 14, 2025
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
August 11, 2025
A Relief Rally or Reversal in the Dollar?
by Adam Turnquist & Jeffrey Buchbinder, LPL Financial The U.S. Dollar Index (DXY) has rebounded over the last…
August 11, 2025
7 Key Market Insights From a Wild Week
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more.
August 7, 2025