Weekly Market Commentary
- Weekly Market Commentary | Happy Anniversary Bull Market | October 13, 2025
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.
- Market Insight Quarterly | Q3 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
- Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October | October 7, 2025
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.
- Weekly Market Commentary | Q3 Earnings Season Preview: Little Suspense | October 6, 2025
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.
- Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025
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.
- Rate and Credit View | Can Investment-Grade Corporate Bonds be the New Risk-Free Asset? | October 2025
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.
- Equity Strategy Insights | International Equities Are Attractively Valued, But What Else Is New? | September 2025
LPL Research examines whether attractive valuations and technical strength in international equities can overcome weak growth, innovation, and earnings.
- Weekly Market Commentary | Equity Market Melt-Up Cools as Government Shutdown Looms | September 29, 2025
LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more continue to have an impact.
- Weekly Market Commentary | No Risk-Free Path | September 22, 2025
LPL Research examines the potential effects of recent Fed actions.