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
- Global Portfolio Strategy | April Setback as Rates Rise | May 6, 2024
LPL Research still favors U.S. equities even after April outperformance by international and […]
- Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
LPL Research explores the “Sell in May and Go Away” maxim and how stocks perform during […]
- Client Letter | Navigating May's Stock Market Outlook | May 1, 2024
LPL Research highlights why the S&P 500 fell about 4 percent in April despite a strong first […]
- That Was Quite a Week | Weekly Market Commentary | April 29, 2024
LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of […]
- The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
LPL Research examines the return of market volatility as the narrative has shifted toward a higher […]
- Revisiting Energy | Weekly Market Commentary | April 15, 2024
LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving […]
Market Signal Podcast
Macro. Market. Movers
- Utilities Regain Power
LPL Research discusses how utility stocks have become an artificial intelligence play and how data […]
- Excess Savings Are Gone. Now What?
LPL Research examines the implications of depleted excess savings on consumer spending and the […]
- Sector Returns During a Fed Pause
LPL Research examines market and sector returns during prior long Federal Reserve interest rate […]
- Weekly Market Performance — May 3, 2024
LPL's Weekly Market Performance for the week of April 29, 2024, highlights stocks ending in green, […]
- China Climbs Out of a Bottom
LPL Research highlights the recent technical progress being made in China's stock market and why […]
- Macro Strategies Shine
LPL Research updates investors on the performance and benefits of Macro-related alternative […]