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
- Election Implications on the Municipal Market | Weekly Market Commentary | September 16, 2024
LPL Research examines how the U.S. presidential election could impact the municipal market.
- Second Quarter Earnings Recap: Good, Not Great | Weekly Market Commentary | September 9, 2024
LPL Research recaps second quarter earnings season and shares its thoughts about the outlook for […]
- Global Portfolio Strategy | August: A Tale of Two Trends | September 6, 2024
LPL's STAAC upgrades healthcare sector to neutral from underweight and downgrades energy to neutral […]
- Client Letter | The U.S. Economy and Financial Markets: Passing the Tests | September 4, 2024
As students head back to school, LPL Research reviews several tests that the U.S. economy and the […]
- Russia To Host BRICS Amid Heightened Geopolitical Conflict | Weekly Market Commentary | September 3, 2024
Amid global hostilities, Vladimir Putin announced BRICS 2024 is focused on establishing a “fair […]
- It's Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024
LPL Research provides key takeaways from the recent Jackson Hole Economic Symposium and what to […]
Market Signal Podcast
Macro. Market. Movers.
- Gold Continues To Shine
LPL Research highlights the recent pivot in monetary policy and what it could mean for gold.
- What Rate Cuts Could Mean for Equity Sectors
LPL Research examines market expectations on the potential impact rate cuts could have on stock […]
- August 2024 Fund Flows Recap
LPL Research explores August fund flows data and investor sentiment across asset classes.
- Weekly Market Performance — September 13, 2024
LPL's Weekly Market Performance for the week of September 9, 2024, highlights the U.S. stock […]
- Defense Takes the Field
LPL Research explores the recent shift toward defensive leadership in equity markets.
- Global Central Banks Start Synchronized Easing
LPL Research highlights the impact of central bank policy on the yield curve.