Insights
Market and Economic Insights
Here you’ll find insightful commentary on significant areas that will help you to be better equipped to navigate the ever-changing investment landscape. Topics covered include – but are not limited to:
- market trends
- geopolitical events
- economic conditions
- policy changes
- investing strategies
- behavioral elements
Weekly Market Commentary
Tap into our latest analyses and insights for assistance in assessing the market and economy, staying in touch with clients, and managing their portfolios.
LPL Research explores the preferred securities market and how they may be an attractive option for income-oriented investors.
LPL Research explores the “Sell in May and Go Away” maxim and how stocks perform during prolonged Fed pause periods.
LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and earnings news mean for the Fed and markets.
LPL examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop.
LPL Research explores the energy space, highlighting oil’s geopolitical risk, and how rate cuts could benefit the space.
LPL previews first quarter earnings season, amid an improving economic environment, and driven by the technology sector.
LPL Research explores IPO market trends and what a recent uptick in activity could mean for stocks.
LPL Research discusses strategic and tactical investment processes and recaps their recent strategic asset allocation change.
LPL previews a busy week for central banks, including the Fed and the Bank of Japan, and what it could mean for interest rates.
LPL discusses gold rallying to a record high, global central bank demand, and how gold-related ETFs could provide support.
LPL explores strong Q4 earnings driven by the Super Six and resilient profit margins, helping support elevated stock valuations.
LPL examines the rebound in share buybacks due to a resilient U.S. economy, easing inflation, and expected interest rate cuts.
LPL examines the Treasury market to discover who is buying Treasuries in the absence of the Fed and why it’s important for markets.
LPL Research discusses its upwardly revised economic growth forecast for 2024 and how fiscal stimulus may provide some support.
LPL Research discusses the likelihood the stock market’s gains in January will translate into a positive 2024 for stocks.
LPL Research discusses several different stock valuation approaches and even make the case that they aren’t as pricey as they look.
LPL examines supply chain issues today compared to the pandemic and if they will alter the Fed’s plans to cut interest rates in 2024.
LPL previews Q4 earnings season highlighting the importance of the magnificent seven, outsized cuts to estimates, and profit margins.
LPL Research explores expectations for post-pandemic China and provides updated thoughts on investing in China and emerging markets.
LPL Research looks at the key catalysts underpinning the market rally after seasonality finally turned positive on November 1.
LPL Research looks at the key catalysts underpinning the market rally after seasonality finally turned positive on November 1.
LPL Research looks at the key catalysts underpinning the market rally after seasonality finally turned positive on November 1.
LPL Research examines opportunities abound in the markets amid an economic rotation in housing, buying patterns, and inflation.
LPL looks at the recent rebound in U.S. equities and key catalysts they are watching to determine if the market correction is over.
LPL Research explains why they think muni investors may be able to catch a break.
Equity Strategy
The most recent editions of our monthly commentary provided by LPL’s Chief Equity Strategist (Jeff Buchbinder). It will be a topical discussion of the global equity market events of the day.
LPL Research revisits U.S banks to gauge how far they’ve come a year after the SVB and SB failures.
LPL Research discusses the Magnificent Seven’s performance in 2023.
LPL Research discusses the impressive comeback of the energy sector in Q3.
LPL Research discusses the recent attention around Japanese stocks.
LPL Research digs into the causes of recent bank failures, the crisis of confidence facing regional banks in the U.S., and more.
Fixed Income Strategy
The most recent editions of our monthly commentary provided by our Fixed Income Strategist (Lawrence Gillum). It will be a topical discussion of the fixed-income market events of the day.
LPL Research discusses the May Fed meeting and the Fed’s intention to slow the pace of balance sheet runoff.
LPL Research examines the basics of the auction process and how to determine if it was successful.
LPL Research discusses their 2024 municipal market outlook.
Since the debt ceiling debate was resolved, the Treasury department has steadily increased the amount of Treasury debt outstanding.
While short-term rates are currently elevated, cash investors will have to reinvest proceeds at lower yields upon maturity.
Preferreds are issued primarily by financial institutions with the largest issuers being banks and insurance companies.
Economics
Dr. Jeffrey Roach, Chief Economist for LPL Financial discusses the latest global macro topics of the day and distills them into actionable insights for money managers.
Don’t Worry About Depleted Excess Savings
Positive Catalyst for Research and Development
What Leading Indicators Should Investors Track? A Call to Action for Investors
Consumers Find a Mixed Bag
Falling Yields Good for Risk Appetite
Key Economic Charts for Market Watchers
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