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AI Advances and Tariff Tactics

LPL Research discusses America’s lead in the AI race and the potential economic impact of President Trump’s impending tariffs.
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Mixed Market Messages

LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from multiple angles and tariff and trade uncertainty lingered.
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Evaluating Stock and Bond Market Predictions From 2024

The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024.
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A Golden Age for Income Investors

Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead.
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The Fed Resets Expectations for Next Year

LPL Research shares some important factors that could determine the economic path for 2025.
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Keys to Stock Market Gains in 2025

LPL Research shares some important factors that could determine the economic path for 2025.
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Ingredients in Place for Another Good Year for Stocks in 2025

Stocks ended mostly lower in December as historically strong seasonality failed to materialize
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Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

LPL Research discusses the case for bull and bear markets in 2025.
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Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025

The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.
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Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025.