Perspective on Peak Uncertainty and Market Lows

LPL Research highlights the importance of moving past peak policy uncertainty and what history implies about the shape of market recoveries.

Treasury Market Volatility’s Impact on the Muni Market

LPL Research highlights the recent volatility in the Treasury market and how that volatility has rippled into the muni market.

Beyond the Chaos: Finding Value in a Volatile Market

LPL Research examines the tariff-fueled shock to markets and the subsequent impact, as well as the silver lining.

Sector Shake-Up: Navigating Tariff Effects

LPL Research examines industry and sector performance in light of recent tariffs.

Behind the Scenes: Insights from Funds’ Rolling Returns

LPL Research discusses the insights that a fund or manager’s rolling returns can provide compared to its trailing returns.

America Is Down, but Not Out

LPL Research explores the American exceptionalism theme and what performance this quarter could mean for the remainder of the year.

Weakness, But No Recession Yet

LPL Research examines home buying activity as mortgage rates moderate.

Key Takeaways From a Sector Valuation Review

LPL Research assesses S&P 500 sector valuations measured by forward price-to-earnings ratios and shares some insights the metrics provide.

U.S. Tax Competitiveness Has Room for Improvement

LPL Research examines the tax competitiveness of the United States and its impact on growth.

Credit Spreads: Recession Indicator or Market Correction?

LPL Research examines the recent widening in credit spreads and evaluates how current levels align with historical trends and past recessions.