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
Weekly Market Commentary
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
- Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump […]
- Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty | Weekly Market Commentary | January 21, 2025
LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start.
- New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
LPL Research discusses why they believe investors should give the bull market the benefit of the […]
- Global Portfolio Strategy | Ingredients in Place for Another Good Year for Stocks in 2025 | January 8, 2025
Stocks ended mostly lower in December as historically strong seasonality failed to materialize
- Client Letter | Another Strong Year for Stocks | January 8, 2025
LPL Research discusses what investors can take away from the stock market’s surprising ascent in […]
- Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025
The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024.
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — January 24, 2025
LPL's Weekly Market Performance for the week of January 20, 2025, highlights the market's […]
- Weekly Market Performance — December 13, 2024
LPL's Weekly Market Performance for the week of December 13, 2024, highlights the week's […]
- Weekly Market Performance — January 10, 2025
LPL's Weekly Market Performance for the week of January 6, 2025, highlights fluctuating rate cut […]
- 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 […]
- Weekly Market Performance — January 17, 2025
LPL's Weekly Market Performance for the week of January 17, 2025, highlights fixed income, […]
- Weekly Market Performance — August 2, 2024
LPL Research's Weekly Market Performance for the week of July 29, 2024, highlights central bank […]