LPL Research

Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments.

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.
Recent Posts
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
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