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Client Letter | Tariff Transition | March 5, 2025

LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on…..

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025

LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025...

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…..

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...

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