Weekly Market Commentary
- Global Portfolio Strategy | September Fed Rate Cut Is Probably a Lock as Job Growth Slows | September 9, 2025
LPL Research recaps a month of continued S&P 500 strength, reasons for a likely Fed rate cut, and small cap outperformance.
- Weekly Market Commentary | Stocks Are Following the Market’s Playbook | September 8, 2025
LPL sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside.
- Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025
LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid seasonal risks and policy shifts.
- Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary.
- Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its long-term bull market.
- Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025
LPL Research examines recent Fed comments and what to expect moving forward.
- Weekly Market Commentary | Earnings Season Delivers | August 18, 2025
LPL Research discusses key takeaways from the most recent earnings season.
- Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven earnings, evolving trade dynamics, and shifting interest rate expectations.
- Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
