LPL Research

Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.
- 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.
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Market Update: Tariff Pause Boosts Sentiment, Fed Steady | Weekly Market Commentary | May 19, 2025
Bulls Are on Trial | Weekly Market Commentary | May 12, 2025
Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025
Softer Tone on China Is Encouraging, but Some Caution Still Advised | Weekly Market Commentary | April 28, 2025
Revising Our S&P 500 Target Amid a Storm of Uncertainty | Weekly Market Commentary | April 21, 2025
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