Categories
Uncategorized

Client Letter | Better-Than-Expected First Half | July 5, 2023

LPL Research discusses major points from the first half of 2023 and what to expect in the second half.
Categories
Uncategorized

Capital Markets: The Essence of American Capitalism | Weekly Market Commentary | July 3, 2023

LPL Research discusses how capital markets, including IPOs and mergers and acquisitions, are showing signs of life.
Categories
Uncategorized

New Bull May Need a Breather | Weekly Market Commentary | June 26, 2023

LPL Research discusses whether the young S&P 500 bull market needs a breather.
Categories
Uncategorized

Market Responses to Fed (In)Action | Weekly Market Commentary | June 20, 2023

LPL Research explains why markets are probably going to be volatile over the next few quarters or at least until the inflationary story becomes clearer.
Categories
Uncategorized

FOMC Preview: Fed Skip, Pause, or Hike? | Weekly Market Commentary | June 12, 2023

LPL Research looks into the reasons why the Fed may skip, pause or hike at the June FOMC meeting and what that decision would mean to the markets.
Categories
Uncategorized

Global Portfolio Strategy | June 7, 2023

LPL Research downgraded equities to neutral from positive, upgraded fixed income to positive from neutral, and downgraded industrial metals to
neutral from positive.
Categories
Uncategorized

Client Letter | Debt Ceiling Drama Is Behind Us | June 7, 2023

Now that the debt ceiling deal has been made, LPL Research explains why it’s time to focus on long-term objectives.
Categories
Uncategorized

Closing Out Our Equities Overweight | Weekly Market Commentary | June 5, 2023

LPL Research explains why its STAAC is lowering its recommended equities allocation to neutral.
Categories
Uncategorized

How Much of a Problem is Concentrated Leadership? | Weekly Market Commentary | May 30, 2023

LPL Research discusses how mega-cap technology companies have powered the broader market higher this year and if that is a problem for stocks looking forward.
Categories
Uncategorized

Will History Rhyme? A Fed Pause Has Been Good for Fixed Income | Weekly Market Commentary | May 22, 2023

LPL Research discusses how a Federal Reserve pause has been good for fixed income in the past.