LPL Financial - Research

Inside the D.C. beltway, there are shifts taking place – putting both the Treasury and the Fed at a crossroads. #LPLResearch’s Dr. Jeffrey Roach explores two key documents that shed light on those shifts and discusses the implications for markets, monetary policy, and global trade: https://bit.ly/3JaXUgf

Tune into this week’s podcast as #LPLResearch: • Recaps the 10/10 selloff on Trump’s China tariff threat • Assesses the bull market’s strength and its potential to reach a fourth year • Previews a quiet week with key earnings Kristian Kerr joins Jeff Buchbinder to discuss it all in more detail: https://bit.ly/3KPTXOI #LPLMarketSignals

Merger arbitrage is having a moment. Despite a rocky 2024 and ongoing geopolitical uncertainty, merger arbitrage funds are leading the pack in 2025, with the HFRI Merger Arbitrage Index up 8.2% through September — its best start since 2021. With deal spreads tightening and equity markets showing strength, #LPLResearch’s Jina Yoon suggests savvy managers may find opportunity in a complex M&A landscape: https://bit.ly/47xyge7

Should portfolios still be diversified with international equities in this age where U.S. stocks have consistently outperformed their global counterparts? #LPLResearch’s George Smith lends insight detailing the factors that have led to U.S. dominance: https://bit.ly/478MKAG

The current bull market is officially three years old. What’s next for it? #LPLResearch lends perspective into this bull market, which has gained nearly 89% since it began on October 12, 2022. The team examines prior bull market performance plus the current landscape to weigh in on if it will last, how long, and what to expect: https://bit.ly/4nS4h7w #WeeklyMarketCommentary

Pfizer recently set a precedent for other pharma giants by agreeing to “most-favored-nation” drug pricing and a $70B U.S. manufacturing commitment in exchange for tariff protection. #LPLResearch’s Jeff Buchbinder explores whether this move could ease the uncertainty around tariffs and if investors will then find renewed confidence in the healthcare sector: https://bit.ly/4q4I9Iy

Is AI the new dotcom? Are we in an AI bubble now, and how does the history of the dotcom era compare with the current exponential growth of AI? #LPLResearch’s Jeff Buchbinder explores echoes of the late '90s in today’s AI-driven market — including valuation spikes, concentrated gains, and more: https://bit.ly/4ocy0aZ

There’s no hotter or more debated topic in our industry than crypto right now, and for this episode of #IfYouCould, we were lucky to sit down with Kristian Kerr, our leading expert in LPL Financial - Research and a “healthy skeptic” when it comes to crypto. This conversation was not only fascinating, but it actually changed the perspective I had going into it. We talked about the future of regulation and valuation around crypto and how it may disrupt the traditional financial landscape. But perhaps most important, we discussed why – whether you’re a skeptic or an enthusiast – you can’t ignore the evolving world of cryptocurrency. https://lnkd.in/eEp7UxQv

Tune into this week’s podcast as #LPLResearch: • Recaps a positive week for stocks and bonds for the week ending 10/3 • Makes the case that markets are underpricing risk for corporate bonds • Previews third quarter earnings season Lawrence Gillum joins Jeff Buchbinder to discuss it all in more detail: https://bit.ly/48QuUF0 #LPLMarketSignals

Owning stocks with the specific aim of generating income is a common investing tactic. But what’s the best approach when it comes to developing an equity income strategy that maximizes your dividends from a stock portfolio? #LPLResearch’s Thomas Shipp analyzes three strategies based on current yields and historic returns: https://bit.ly/4h5pV5K