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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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Tactical Update: Checking In on the 60/40 Portfolio

| George Smith

LPL Research examines their latest tactical views and how these fit into a 60/40 portfolio.

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5/20 Market Update: Tariff Shock Eases, But Risks Linger

| Kristian Kerr

LPL Financial analyzes the sharp equity rebound and lingering risks tied to tariffs, Fed policy, and investor sentiment in this timely market update.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

Weekly Market Performance — May 16, 2025

| LPL Research

LPL's Weekly Market Performance for the week of May 16, 2025, highlights the U.S. and China's trade agreement, market volatility, and decelerated inflation.

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Trump Executive Order to Slash Drug Prices, Targets PBMs

| Thomas Shipp

Trump signs executive order (EO) tying U.S. drug prices to global benchmarks and targeting PBMs. LPL Research discusses the EO and the market response.

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Sector Plays for the Bull Case Scenario

| Jeff Buchbinder

LPL Research highlights equity sector opportunities that may perform well if low tariff rates currently in place are maintained.

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Lakeside Talks Sooth U.S.-China Trade Relations

| Dr. Jeffrey Roach

LPL Research explains how trade relations with China created a catalyst for more risk appetite.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

Weekly Market Performance — May 9, 2025

| Jeff Buchbinder

LPL's Weekly Market Performance for the week of May 5, 2025, highlights the first U.S. trade deal, FOMC rate decision, and a rebound in commodities.

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Secondaries: Capitalizing on Structural Momentum

| Jina Yoon

LPL Research examines the growth of the private secondary market.

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As Seen on TV, Fund Holdings Come & Go; People Are Paramount

| Derek Beiter

LPL Research discusses insights gleaned from meetings with fund managers.

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Calm Returns to Credit Markets

| Lawrence Gillum

LPL Research highlights the relative calm in the corporate credit markets and examines if that calmness can persist.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

Weekly Market Performance — May 2, 2025

| Kristian Kerr

LPL's Weekly Market Performance for the week of April 28, 2025, highlights easing trade tensions, big tech earnings, and weaker oil prices.

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Sell in May and Go Away? Why We Aren’t Buying It In 2025

| Adam Turnquist

LPL Research’s Adam Turnquist dives into the seasonal pattern of May–October underperformance — and explains why a full exit from equities may not be the smartest move in 2025.

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Post-Earnings Check-Up on U.S. Homebuilders

| Thomas Shipp

LPL Research checks in on large cap U.S. homebuilders following their latest earnings results.

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April Showers, May Flowers: Is the Proverb Correct?

| Jeff Buchbinder

LPL Research examines historical trends when the S&P 500 closes April, a historical outperformer, below the flatline.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

Weekly Market Performance — April 25, 2025

| Jeff Buchbinder

LPL's Weekly Market Performance for the week of April 21, 2025, highlights the latest U.S. trade developments, earnings reports, and bond market moves.

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Bearish Investor Sentiment Eases, but So Do the Bulls

| George Smith

LPL Research examines this week’s AAII Investor Sentiment Survey and its investment applications.

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Perspective on Peak Uncertainty and Market Lows

| Adam Turnquist

LPL Research highlights the importance of moving past peak policy uncertainty and what history implies about the shape of market recoveries.

Serious businessman sitting at cafe working at computer studying charts

Treasury Market Haven Status Is Safe...For Now

| Lawrence Gillum

LPL Research highlights the recent volatility in the Treasury market and why we think it’s still too premature to call for the demise of Treasury haven status.

LPL Research's weekly recap of equities, fixed income, commodities, economic roundup, and economic data for the week ahead.

Weekly Market Performance — April 17, 2025

| Kristian Kerr

LPL's Weekly Market Performance for the week of April 14, 2025, highlights U.S. tariff exceptions, Fed Chair Powell's latest remarks, and commodity gains.

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A Page in the Tariff Playbook

| Dr. Jeffrey Roach

LPL Research reveals the G-20 countries most at risk of a trade war.

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