Weekly Market Commentary

LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech strength, cautious fixed income outlook, and sector updates.

LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. economic growth, capital flows, and market dynamics.

LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the market outlook into year-end.

LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending scrutiny amid narrowing market breadth and volatility risks.

LPL Research provides commentary on which risks should be paid attention to as the markets move into the final months of the year.

LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event.

LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.

This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.