Weekly Market Commentary
- Weekly Market Commentary | Strategic Time Horizon Supports Allocation to Non-U.S. Equities | June 30 2025on June 30, 2025 at 1:51 pm
LPL Research examines why strategic allocations should still consider diversification into international equities.
- Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23 2025on June 23, 2025 at 1:23 pm
LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and internationally accessible H-shares rally on renewed investor interest.
- Weekly Market Commentary | Inflation’s Importance to Financial Markets Cannot Be Overstated | June 16, 2025on June 18, 2025 at 2:13 pm
Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL Financial explores the ways inflation can impact the market.
- Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025on June 12, 2025 at 6:25 pm
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best month since November 2023.
- Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025on June 9, 2025 at 1:31 pm
Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future returns.
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continueson June 4, 2025 at 5:07 pm
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings results, and bond market headwinds.
- Weekly Market Commentary | Tariffs and Market Volatility Likely to Stickon June 2, 2025 at 1:36 pm
LPL Research discusses recent tariff news, what direction the Trump administration might go in next, and potential market implications.
- Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?on May 27, 2025 at 1:52 pm
LPL Research discusses first quarter's solid reporting season and why it might not offer much of a confidence boost for the rest of 2025's market outlook.
- Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steadyon May 19, 2025 at 2:30 pm
LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, and the ongoing strength of the U.S. dollar.
- Weekly Market Commentary | Bulls Are on Trialon May 12, 2025 at 3:32 pm
LPL Research discusses trade talks and their market outlook, noting progress but ongoing uncertainty due to tariff risks and economic conditions.
- LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimismon May 8, 2025 at 6:26 pm
Major averages ended a volatile April mostly lower after paring back a deep correction in the wake of the April 2 reciprocal tariff announcement.
- Market Resilience Amid Uncertaintyon May 7, 2025 at 5:15 pm
LPL highlights the stock market’s resilience, emphasizing downturns often create opportunities for disciplined, long-term investors.
- Finding Value Among the Muni Market Malaiseon May 5, 2025 at 12:34 pm
LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more.
- Weekly Market Commentary | Softer Tone on China Is Encouraging, but Some Caution Still Advisedon April 28, 2025 at 1:39 pm
LPL Research discusses recent market advancements and what they might mean for investing.
- Revising Our S&P 500 Target Amid a Storm of Uncertaintyon April 21, 2025 at 12:50 pm
LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows recently being reached.