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Weekly Market Commentary

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.

Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per the 10-year Treasury yield).
Global Portfolio Strategy

Global Portfolio Strategy | September 9, 2021
We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…

Global Portfolio Strategy | August 17, 2021
See LPL Research’s latest monthly market outlook in the August 2021 Global Portfolio Strategy.
Client Letter

Client Letter | Navigating Geopolitical Tensions | March 3, 2022
As difficult as geopolitical events may be, LPL Financial explains how these periods usually end up representing good buying opportunities.

Client Letter | Positivity Amidst Uncertainty | February 24, 2022
Though stocks and geopolitical worries have made 2022 get off to a rocky start, LPL Research shares why there may still be some positive news.
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