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
- Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its […]
- Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025
LPL Research examines recent Fed comments and what to expect moving forward.
- Weekly Market Commentary | Earnings Season Delivers | August 18, 2025
LPL Research discusses key takeaways from the most recent earnings season.
- Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven […]
- Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025
LPL Research examines recent stock performance in the face of changing and unexpected policy […]
- Client Letter | Resilient Markets Amid Economic Crosscurrent | August 6, 2025
As July wrapped up and August got underway, investors were met with a whirlwind of market-moving […]
Market Signal Podcast
Macro. Market. Movers
- So Long Sweet Summer: A Closer Look at September Seasonals
LPL Research provides insight into the weak September seasonality trend for stocks.
- Are Tariffs the Solution to America’s Debt Problem?
LPL Research highlights the potential positive impact tariffs could have on the Treasury market.
- Retail Earnings Round-Up
LPL Research analyzes the latest earnings of U.S. retailers.
- Weekly Market Performance — August 22, 2025
LPL's Weekly Market Performance for the week of August 18, 2025, highlights Fed Chair Powell's […]
- Are Active Funds Keeping Up in the Small Cap Growth Rally?
LPL Research examines the recent rally for small cap growth stocks and how actively managed small […]
- How GLP-1 Drugs Are Changing Consumer Spending
GLP-1 adoption is shifting consumer demand — LPL Research explores how it affects restaurants, […]
