Recent News
Weekly Market Commentary
Refinancing ZIRP | Weekly Market Commentary | February 24, 2025
The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending.
Global Portfolio Strategy
Global Portfolio Strategy | April 7, 2022
LPL Research continues to recommend a slight overweight to equities versus bonds as still-solid fundamentals outweigh pressure on valuations.
Global Portfolio Strategy | March 7, 2022
LPL Research continues to favor cyclical sectors in general for 2021 based on the early cycle stage of the economic expansion.
Client Letter
Client Letter | A Bear Market is Officially Here | June 14, 2022
LPL Research discusses what investors should expect with the new bear market.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
Blog
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.