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 stimulus wanes. And the end of the Federal Reserve’s (Fed) rate-hiking campaign is indeed upon us. Where the last two years had investors focused on inflation, market volatility, and striving for a
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 stimulus wanes. And the end of the Federal Reserve’s (Fed) rate-hiking campaign is indeed upon us. Where the last two years had investors focused on inflation, market volatility, and striving for a
Weekly Market Commentary
- Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024
LPL Research discusses strategic and tactical investment processes and recap their recent strategic […]
- A Busy (and Perhaps Historic) Week for Central Banks | Weekly Market Commentary | March 18, 2024
LPL Research previews a busy week for central banks, including the Federal Reserve and the Bank of […]
- Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024
LPL Research discusses gold rallying to a record high, how global central bank demand has been a […]
- Global Portfolio Strategy | Fabulous February | March 6, 2024
Stocks enjoyed another month of gains in February, a positive signal for potential gains over the […]
- Client Letter | Markets Warming Up | March 6, 2024
LPL Research examines fourth quarter earnings season, February's market activity, and what it could […]
- Super Six Drives Solid Earnings Season | Weekly Market Commentary | March 4, 2024
LPL Research explores a solid Q4 earnings season powered by the Super Six and resilient profit […]
Market Signal Podcast
Macro. Market. Movers.
- BOJ Promises Being Nimble
LPL Research examines the implications of the latest Bank of Japan decision on the yen.
- Event-Driven Investing — What to Watch in 2024
LPL Research examines developments in the Event-Driven market and what to watch for in 2024.
- Weekly Market Performance — March 22, 2024
LPL's Weekly Market Performance for the week of March 18, 2024, highlights rate hikes and an […]
- The Story Hasn’t Changed for the Fed
LPL Research examines the implications of the latest Federal Reserve decision regarding interest […]
- Taking Some Large Growth Gains Off the Table
LPL Research discusses several reasons for the STAAC’s latest asset allocation change, reducing […]
- Weekly Market Performance — March 15, 2024
LPL's Weekly Market Performance for the week of March 11, 2024, highlights a new S&P 500 record […]