Below is a list of our most recent newsletters, if you would like to view any of our archived newsletters, please click here.
As we move through the second half of 2025, markets continue to wrestle with conflicting forces. On one side, economic data shows resilience; on the other, persistent deficit spending and rising Treasury issuance are pressuring interest rates higher. LPL Research expects the 10-year Treasury yield to remain elevated, potentially ending the year in the 4.0% […]
There have been plenty of catalysts supporting the broader market’s recovery from the correction lows seen in April and May. Oversold conditions, driven by indiscriminate selling, left the S&P 500 with washed-out market breadth and a much-needed reset of its elevated valuation levels. First-quarter earnings season turned out much better than expected, with most companies […]
Can Earnings Keep Up with Stocks? The first quarter earnings season delivered solid results, with S&P 500 earnings per share (EPS) tracking to a 13.5% year-over-year increase and 78% of companies beating expectations. Margins also improved, and technology heavyweights continued to outperform—particularly the “Magnificent Seven,” which are expected to contribute nearly half of the index’s […]
Last week brought a welcome rebound in the markets, driven by a more appeasing tone from the White House toward China and reassurance from President Trump that he won’t remove Federal Reserve (Fed) Chair Jerome Powell. While this shift in rhetoric helped fuel optimism and a 7% rally in the S&P 500, LPL Research believed […]
U.S. equity markets officially entered correction territory two weeks ago for the first time in 344 trading days. Tariff uncertainty and concerns about economic growth have been the primary catalysts behind the recent risk-off rotation. The 10% decline—the technical threshold for a correction—has been swift, particularly given that selling pressure began from a fresh record […]
Key Pillars of the Bull and Bear Cases in 2025: Use of the terms “bull” and “bear” in financial markets can be traced back to London’s financial district in the late 19th century, used as an analogy for how each animal attacks; the bull thrusts its horns upwards, and a bear swipes its paws downwards. […]
Markets were jolted early this week (especially AI oriented technology companies) as DeepSeek was recently revealed as an advanced AI research and development initiative focused on creating powerful language models and AI-driven tools. It is designed to compete with models like OpenAI’s GPT, Google’s Gemini, and Meta’s Llama. DeepSeek AI has developed various models, including […]
In this week’s newsletter, we’re spotlighting key highlights from LPL, which provides an in-depth look at what next year’s economic and market environment might hold. SETTING THE STAGE: THE ECONOMIC LANDSCAPE. As we enter 2025, several economic trends are expected to shape the year ahead: Overall, this environment could prove favorable for equities, with steady […]
Understanding market trends is vital for all investors, no matter their political views, as elections and policy changes impact economic and financial outcomes—so we provide clear, unbiased updates to guide you. Last week’s decisive election result brought clarity to U.S. markets as former President Donald Trump won re-election, becoming the second president (after Grover Cleveland […]
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has served as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a tangible asset and can act as a potential hedge against inflation or a […]
Pullbacks are the stubbed toe of the stock market. Our LPL Research analyst shared that he was reminded of this over the last week as he contemplated the recent surge in volatility while picking up toys after his two-year-old finally fell asleep. As he carried a Tonka truck back to its usual parking spot next […]
We recently traveled to Caesar’s Palace in Las Vegas for an LPL conference focused on Model Wealth Portfolios, alongside other LPL Advisory platforms and portfolios. To grasp the sheer scope of their product offerings, there are literally thousands of portfolio options available for advisors and clients alike. Our experience left us highly impressed with LPL […]
To say May was an eventful month for the market is an understatement. Investors navigated around the latter half of first-quarter earnings, a breakout to record highs for the broader market, elevated volatility across fixed income and currency markets, and a mixed bag of economic data — not to mention elevated political uncertainty stemming from […]
The “Sell in May and Go Away” maxim originated in London under a slightly modified phrase: “Sell in May and go away, come back on St. Leger’s Day.” The St. Leger is a famous fall horse race in the U.K. that dates back to 1776. The premise behind the saying is that investors should sell […]
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall […]
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