Key Takeaways From Yesterday’s Fed Meeting

LPL Research provides key takeaways for investors from yesterday’s Fed meeting.

October Effect — Myth or Market Reality?

LPL Research analyzes the “October Effect” and whether it’s a market myth or reality.

Technology Rules the Roost, But Where Have the Defensives Gone?

LPL Research analyzes changes in the sector compositions of the S&P 500 over the past four decades.

Weekly Market Performance — October 24, 2025

LPL’s Weekly Market Performance for the week of October 20, 2025, highlights corporate earnings, consumer inflation data, and commodity market volatility.

Recent High-Risk Rally Challenges Active Managers

LPL Research explains how high-risk stocks have outperformed at historically extreme levels, creating performance challenges for many actively managed funds.

Resilient Equities, But Money Market Ripples Merit Attention

LPL Research discusses recent activity in the Federal Reserve’s Standing Repo Facility and why this liquidity indicator warrants monitoring.

The End (of QT) is Nigh

LPL Research highlights the recent speech by Federal Reserve Chair Powell about the future of quantitative tightening.

Weekly Market Performance — October 17, 2025

LPL’s Weekly Market Performance for the week of October 13, 2025, highlights ongoing trade concerns, credit and regional bank jitters, and recent earnings.

Two New Ideas At Treasury and Fed Worth Tracking

LPL Research explains why papers by Treasury Secretary Bessent and Fed Governor Miran could be foreshadowing a shift in policy making.

Merger Arbitrage Rebound

LPL Research reviews how merger arbitrage investment strategies have performed in 2025.