Category: Uncategorized
Is the Bond Market Worried About Inflation?
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. https://www.lpl.com/content/dam/lpl-research/documents/Weekly_Market_Commentary_01272025.pdf Read more
Ingredients in Place for Another Good Year for Stocks in 2025
Stocks ended mostly lower in December as historically strong seasonality failed to materialize https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategy-January2025.pdf Read more
Global Portfolio Strategy | Mixed Market Messages | March 10, 2025
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. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/GPS/GlobalPortfolioStrategy-March2025.pdf Read more
Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_03102025.pdf Read more
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. https://www.lpl.com/content/dam/lpl-research/documents/Weekly_Market_Commentary_02102025.pdf Read more
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. https://www.lpl.com/content/dam/lpl-research/documents/Weekly_Market_Commentary_02102025.pdf Read more
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
LPL Research explores the latest round of tariff news and why the metals market is heating up. https://www.lpl.com/content/dam/lpl-research/documents/Weekly_Market_Commentary_02182025.pdf Read more
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. https://www.lpl.com/content/dam/lpl-research/documents/Weekly_Market_Commentary_02242025.pdf Read more
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
LPL Research explores the latest round of tariff news and why the metals market is heating up. https://www.lpl.com/content/dam/lpl-research/documents/Weekly_Market_Commentary_02182025.pdf Read more
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. https://www.lpl.com/content/dam/lpl-research/documents/GlobalPortfolioStrategy-February2025.pdf Read more