LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-10-20-25.pdf
This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-10-13-25.pdf
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
https://www.lpl.com/content/dam/lpl-research/documents/market-insight-quarterly-q3-2025.pdf
Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.
https://www.lpl.com/content/dam/lpl-research/documents/global-portfolio-strategy-october-2025.pdf
LPL Research provides a Q3 earnings preview highlighting strong AI-driven growth, resilient margins despite tariffs, and a positive outlook for corporate profits into 2026.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-10-06-25.pdf
LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new risk-free asset amid rising national debt and political dysfunction.
https://www.lpl.com/content/dam/lpl-research/documents/rate-and-credit-view-october-2025.pdf
LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals, resilient earnings, and long-term growth drivers suggest continued market strength.
https://www.lpl.com/content/dam/lpl-research/documents/client-letter-investor-10-2025.pdf
LPL Research examines whether attractive valuations and technical strength in international equities can overcome weak growth, innovation, and earnings.
https://www.lpl.com/content/dam/lpl-research/documents/equity-strategy-insights-september-2025.pdf
LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more continue to have an impact.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-09-29-25.pdf
LPL Research examines the potential effects of recent Fed actions.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-09-22-25.pdf
