LPL Research

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.

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.

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.

Client Letter | AI Advances and Tariff Tactics | February 5, 2025

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

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that come with such privilege.

Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025

LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency.

Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty | Weekly Market Commentary | January 21, 2025

LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start.

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