LPL Research

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

Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy.

LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new risk-free asset amid rising national debt and political dysfunction.

LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals, resilient earnings, and long-term growth drivers suggest continued market strength.

LPL Research examines whether attractive valuations and technical strength in international equities can overcome weak growth, innovation, and earnings.

LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more continue to have an impact.

LPL Research examines the potential effects of recent Fed actions.

Weekly Market Commentary | The Intersection of Political Uncertainty and Global Debt Markets | September 15, 2025

LPL Research recaps a month of continued S&P 500 strength, reasons for a likely Fed rate cut, and small cap outperformance.