Weekly Market Commentary
2025
Each week the LPL Financial Research team assembles thoughtful insight on market news. View our past and present market news below and check back weekly for updates.
- 12-22-25 Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026
- 12-15-25 Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026
- 12-01-25 More Keys for Markets in 2026: LPL Market Outlook Sneak Peek
- 11-24-25 Corporate America Cleared a High Bar This Earnings Season
- 11-17-25 Early Market Keys to 2026
- 11-10-25 AI Infrastructure: A New Pillar of Economic Growth
- 11-03-25 From Micro to Macro: A Busy Week of Market-Moving Data
- 10-27-25 What Could Spook Markets
- 10-20-25 Cockroaches, Canaries, and Credit Markets
- 10-13-25 Happy Anniversary Bull Market
- 10-06-25 Q3 Earnings Season Preview: Little Suspense
- 09-29-25 Equity Market Melt-Up Cools as Government Shutdown Looms
- 09-22-25 No Risk-Free Path
- 09-15-25 The Intersection of Political Uncertainty and Global Debt Markets
- 09-08-25 Stocks Are Following the Market’s Playbook
- 09-02-25 Calm Before the Storm: Can This Rally Continue in September?
- 08-25-25 Grand Ideas from the Grand Tetons
- 08-18-25 Resilient Markets Amid Economic Crosscurrent
- 08-11-25 Stocks Sailing Smoothly Through Policy Crosscurrents So Far
- 08-04-25 Seven Takeaways from a Dizzying Week for Markets
- 07-28-25 Economy in Uncharted Waters
- 07-21-25 Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
- 07-14-25 Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty
- 06-30-25 Strategic Time Horizon Supports Allocation to Non-U.S. Equities
- 06-23-25 China’s Equity Market Diverges: A-Shares vs. H-Shares
- 06-16-25 Inflation's Importance to Financial Markets Cannot Be Overstated
- 06-09-25 Q1 Buybacks Boost Stocks Amid Market Recovery
- 06-02-25 Tariffs and Market Volatility Likely to Stick
- 05-27-25 Can Earnings Catch Up to This Stock Market Rally?
- 05-19-25 Market Update: Tariff Pause Boosts Sentiment, Fed Steady
- 05-12-25 Bulls Are On Trial
- 05-05-25 Finding Value Among the Muni Market Malaise
- 04-28-25 Softer Tone on China Is Encouraging, but Some Caution Still Advised
- 04-21-25 Revising Our S&P 500 Target Amid a Storm of Uncertainty
- 04-14-25 Decent Chance Stock Market Bottom Is in but Far From Certain
- 04-07-25 Tariff Turmoil: Where Do We Go From Here?
- 03-31-25 Tariff Uncertainty Facing Stocks to Start Clearing Soon
- 03-24-25 Earnings Season Recap: Strong Growth, Big Upside, Now What?
- 03-17-25 Market Correction Perspective
- 03-10-25 Navigating Strategic and Tactical Investment Horizons: The Differences
- 03-03-25 Earnings Season Recap: Strong Growth, Big Upside, Now What?
- 02-17-25 Tariffs Ignite a Metals Melt-Up
- 02-10-25 Key Pillars of the Bull and Bear Cases in 2025
- 02-03-25 U.S. Exceptionalism: Is It Still Intact?
- 01-27-25 Is the Bond Market Worried About Inflation?
- 01-21-25 Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty
- 01-13-25 New Year, Same Bull Market?
- 01-06-25 Evaluating Stock and Bond Market Predictions From 2024