Client Letter | Solid Gains to End the First Half | July 3, 2024

LPL Research highlights potential stock market implications of the other birthday America celebrates this month and the strong gains in the first half.

Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024

LPL Research discusses expectations for the upcoming earnings season, highlighting the importance of earnings growth in maintaining or enhancing stock market gains.

Artificial Intelligence: The Antidote to Fed Policy? | Weekly Market Commentary | June 24, 2024

LPL Financial explores artificial intelligence, its expected impact on the stock market, and investing in disruptive technologies.

Keep Calm and Clip Bond Coupons | Weekly Market Commentary | June 17, 2024

LPL Research explores the Treasury market’s response to recent economic data releases and central bank meetings.

India at the Crossroads | Weekly Market Commentary | June 10, 2024

LPL explores how Indian Prime Minister Modi’s recent election victory may impact the country’s economy and its status as a global investment destination.

Global Portfolio Strategy | Summer Sector Shifts | June 7, 2024

LPL Research makes some mid-year sector allocation changes and upgrades industrials and consumer staples, while downgrading consumer discretionary and healthcare.

Client Letter | Stocks Benefit From Solid Fundamental Foundation | June 5, 2024

LPL Research explores how economic growth, corporate profits, and political events are shaping the stock market this summer.

Adjusting the Sector Sails | Weekly Market Commentary | June 3, 2024

LPL explores takeaways from an unseasonably strong May, the technical and seasonal setup for stocks into June, and highlights recent sector changes.

Earnings are Doing Their Part: Exploring Q1 Earnings | Weekly Market Commentary | May 28, 2024

LPL Research explores explores Q1 earnings season with S&P 500 earnings per share up nearly 7% despite a big loss from Bristol Myers Squibb.

How’s It Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

LPL Research explores the real estate market and an economy that is less sensitive to interest rate policy in a post-pandemic economy.