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
- 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 […]
- Buybacks are Back | Weekly Market Commentary | February 26, 2024
LPL Research examines the rebound in share buybacks on the back of a resilient U.S. economy, easing […]
Market Signal Podcast
Macro. Market. Movers.
- 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 […]
- Party Like It’s 1995
LPL Research explores record highs for the S&P 500, market drawdowns, and why this year shares […]
- Good News: Labor Costs Are Falling
LPL Research examines the improving dynamics between labor costs and services inflation.
- Strategic Asset Allocation: A 3-to-5-Year Perspective of Markets
LPL Research discusses its updated Strategic Asset Allocation and Capital Market Assumptions.
- Weekly Market Performance — March 8, 2024
LPL's Weekly Market Performance for the week of March 8, 2024 highlights a mid-week record for the […]
- Who Do Markets Want to Win the Election?
LPL Research highlights election year seasonality and how the market is responding to probabilities […]