LPL Research discusses how the stock market has historically performed during year two of Federal Reserve rate-cutting cycles.
Wealth Management
Who needs ROI when you can have RPO?
LPL Research analyzes Wall Street’s new favorite metric to fawn over: remaining performance obligations, or RPOs.
Weekly Market Performance — September 12, 2025
LPL’s Weekly Market Performance for the week of September 12, 2025, highlights key economic data, a full slate of Treasury auctions, and commodity market moves.
Fragile Mandates and Rising Yields
LPL Research examines the role of recent political uncertainty in upward pressure on long-term sovereign bond yields in Japan and France.
Resumption of Fed Easing Cycle Could Help Unlock Capital
LPL Research examines the dynamics between the market cap of U.S. equities and money market assets, and potential impacts of Fed rate cuts.
Some Good News and Some Bad News About the Jobs Report
LPL Research explains why the ADP report is becoming a more reliable indicator for the nonfarm payroll release from the government.
Weekly Market Performance — September 5, 2025
LPL’s Weekly Market Performance for the week of September 2, 2025, highlights a mixed start to September, key labor market data, and Treasury market moves.
Policy Shifts Could Reshape 401(k) Investing
LPL Research discusses how the new executive order signed on August 7, 2025 focuses on providing access to alternative investments via 401(k).
Tariff Ruling Doesn’t Matter As Much as You Might Think
LPL Research discusses the federal court ruling striking down the Trump Administration’s tariffs under the International Economic Emergency Powers Act.
Tactical Asset Allocation Positioning Insights
LPL Research examines their latest tactical views as we head into Fall.