Macro. Market. Movers.

Read the hottest topics of the day from the LPL Research thought leaders. From stocks and bonds to the latest data from the government and everything in between, you’ll find the team’s expansive range of investing and economic expertise — served up in granular detail.

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Weekly Market Performance — February 7, 2025

| Jeff Buchbinder

LPL's Weekly Market Performance for the week of February 3, 2025, highlights this week's tariff concerns across markets and the latest big tech earnings.

Will History Rhyme? Fixed Income Themes During the First Trump Administration

| Lawrence Gillum

LPL Research highlights the broader fixed income themes that played out during the first Trump administration.

Why Not Both? Blending Active and Passive Management

| Derek Beiter

LPL Research analyzes the results of active management across asset classes and discusses how active and passive management can be used together in portfolios.

Tariff Turbulence

| Kristian Kerr

LPL Research dissects the recent tariff and trade developments that have driven market volatility this week.

Weekly Market Performance — January 31, 2025

| Kristian Kerr

LPL's Weekly Market Performance for the week of January 27, 2025, highlights the latest AI developments, big tech earnings, and bond market performance.

DeepSeek: What Happened and What Are Possible Implications?

| Jeff Buchbinder

LPL Research discusses the market reaction to and potential implications of Chinese AI startup DeepSeek.

Yield Curves Have Steepened, but Still Not Steep

| Lawrence Gillum

The Treasury yield curve has recently steepened but LPL Research highlights why the best “bang for your buck” is still in shorter parts of fixed income curves.

Policy or Fundamentals: What Drives Markets?

| Jeff Buchbinder

LPL Research conducts a deep-dive analysis of past presidents and their resulting stock market performance.

Weekly Market Performance — January 24, 2025

| Jeff Buchbinder

LPL's Weekly Market Performance for the week of January 20, 2025, highlights the market's post-inauguration performance, a weaker dollar, and lower oil prices.

Are Stocks Due for a Correction?

| Adam Turnquist

LPL Research explores market drawdowns and how often investors should expect a correction.

Analyzing the Rise in Corporate Bankruptcies

| Dr. Jeffrey Roach

LPL Research examines the 14-year high in corporate bankruptcy filings in 2024.

Here We Go Again: Debt Ceiling Edition

| Lawrence Gillum

LPL Research examines the upcoming Treasury debt ceiling debate and how it could impact markets.

Weekly Market Performance — January 17, 2025

| Kristian Kerr

LPL's Weekly Market Performance for the week of January 17, 2025, highlights fixed income, currencies, and commodity markets.

Correlation Comparison: Years That Resemble 2024

| Adam Turnquist

LPL Research explores years that closely resemble 2024 to provide insights into what these past trends might indicate for the stock market in the upcoming year.

Energy Prices Drove Headline Inflation

| Dr. Jeffrey Roach

LPL Research highlights the sticky inflation data and what it means for the Federal Reserve.

December Consumer Price Index Preview

| Dr. Jeffrey Roach

LPL Research previews the December CPI report.

Weekly Market Performance — January 10, 2025

| Kristian Kerr

LPL's Weekly Market Performance for the week of January 6, 2025, highlights fluctuating rate cut bets, a blowout jobs report, and rising global bond yields.‍‍

Technical and Seasonal Setup for Stocks in January

| Adam Turnquist

LPL Research highlights the technical setup for the S&P 500 and how its performance this month could be a key indication of market direction for the year ahead.

Bad Omen for Sticky Inflation

| Dr. Jeffrey Roach

LPL Research highlights yesterday's inflation report on business, its potential impact on yields, and what it means for the Federal Reserve.

Q4 Performance Recap: 10 Key Takeaways

| George Smith

LPL Research examines fourth quarter (Q4) performance and provides 10 key takeaways for investors to digest.

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