Weekly Market Commentary

Weekly Market Commentary

Get weekly stock market updates from top LPL Financial research strategists. Stay up-to-date on financial market trends and understand stock market predictions.

We understand that investing is both a financial and emotional effort, and it can be difficult to cut through all the clutter. LPL Research helps us keep a pulse on the global markets so that we can keep up with the rapid pace of change and make sure you feel informed and ready for what may lie ahead.

Brightening Outlook for International Equities

February 6th, 2023 | LPL Research

Investors got more excited about international investing late last year. Some of that was chasing better returns, as developed international equities solidly beat the U.S. over the last three months of 2022.

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Will January's Market Hit the Trifecta?

January 30th, 2023 | LPL Research

The script has been flipped in 2023. Last year’s underperformers have turned into outperformers this year, driving the S&P 500 Index up over 5% this month. The pace and composition of the rally have left many investors skeptical over its sustainability, especially amid a lackluster earnings season thus far.

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Q4 Earnings Preview: Pessimism May Be Overdone

January 18th, 2023 | LPL Research

The key question to answer this earnings season is whether the pessimism surrounding 2023 earnings has gone too far. LPL Research believes that it probably has. 

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2023 Market Outlook

January 3rd, 2023 | LPL Research

2022 was a dizzying year as markets and the global economy continued to find itself out of balance due to the still present aftereffects of the COVID-19 pandemic and the policy response to it.

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Historic Year for Central Bank Activity

December 19th, 2022 | LPL Research

The Federal Reserve (Fed) wrapped up its last Federal Open Market Committee (FOMC) meeting of the year last week, where it hiked short-term interest rates for the seventh time in as many meetings, taking the fed funds rate to 4.5% (upper bound).

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December Down, But Not Out

December 12th, 2022 | LPL Research

December is off to a rough start, and so far it’s not living up to its seasonal reputation of being one of the best months for equity market returns. Since 1950, the S&P 500 has historically produced average returns of just over 1.5% and has finished the month in positive territory 75% of the time.

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Resilient Consumers Have Not Saved Retail Stocks

December 5th, 2022 | LPL Research

Elevated inflation this past year appeared to marginally impact the consumer but despite high prices, consumers were active on the Friday after Thanksgiving. Consumers were especially interested in heading to restaurants after Thanksgiving Day – spending at restaurants was over 20% above last Black Friday, partially driven by higher food prices but also supported by a resilient consumer. 

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Playbook for a Fed Pivot

November 21st, 2022 | LPL Research

In this week’s Weekly Market Commentary, we explore historical equity and fixed income market performance surrounding a Fed pivot, including the prospect for solid stock performance in the back half of 2023.

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Inflation and Rising Rates Supports Value

November 14th, 2022 | LPL Research

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years...

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How Midterm Elections May Move Markets

November 7th, 2022 | LPL Research

In this week’s Weekly Market Commentary, we look at why the stock market may respond favorably to the midterm election, whatever the outcome...

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Federal Reserve Preview: TRICK or Treat?

October 31st, 2022 | LPL Research

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023.

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Three Things to Know about Recessions

October 24th, 2022 | LPL Research

If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. At LPL Research, our starting point is always looking at history.

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Low Bar for Earnings Season 

October 17th, 2022 | LPL Research

Expectations are very low for this earnings season. The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. The chorus of analysts and strategists calling for big cuts to estimates has gotten louder. Expect estimates to come down, but not collapse. Here we take a look at whether expectations are low enough as we preview third quarter earnings season. 

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