Research and Blogs Supplied by LPL Financial
- Recent High-Risk Rally Challenges Active ManagersLPL 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 AttentionLPL Research discusses recent activity in the Federal Reserve’s Standing Repo Facility and why this liquidity indicator warrants monitoring.
- The End (of QT) is NighLPL Research highlights the recent speech by Federal Reserve Chair Powell about the future of quantitative tightening.
- Weekly Market Performance — October 17, 2025LPL'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 TrackingLPL Research explains why papers by Treasury Secretary Bessent and Fed Governor Miran could be foreshadowing a shift in policy making.
- Merger Arbitrage ReboundLPL Research reviews how merger arbitrage investment strategies have performed in 2025.
- U.S. Market Dominance of Global Indexes Near Record HighsLPL Research examines the proportion of domestic stocks that comprise world indexes and what have been the drivers of this increase over time.
- Weekly Market Performance — October 10, 2025LPL's Weekly Market Performance for the week of October 6, 2025, highlights a quiet week ending with tariff concerns and international political developments.
- Pfizer Tariff Reprieve Gives Healthcare a Shot in the ArmLPL Research discusses how Pfizer’s tariff deal has boosted healthcare stocks and is reshaping drug pricing — here’s what it means for investors.
- Fiber Optics vs. Data Centers: Dotcom and AI ComparisonsLPL Research examines similarities of valuations, market concentration, and capex financing between the late 1990s and today.