Research | Bosch Financial

Research

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...

Markets, the Path of Rates, and Chairman Warsh

LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh’s Jackson Hole speech for clues on rates and policy.

U.S. Debt at $40 Trillion: Investment Implications

LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.

Gold’s Correction Gives Way to Renewed Momentum

LPL Research examines the latest developments in gold and why the precious metal’s corrective phase may be over.

Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026

With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened the fundamental case for equities.

Weekly Market Performance | August 21, 2026

LPL’s Weekly Market Performance for the week of August 17, 2026, highlights bond market volatility, dented global risk appetite, and commodity market moves.