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
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LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven […]
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As July wrapped up and August got underway, investors were met with a whirlwind of market-moving […]
- Weekly Market Commentary | Seven Takeaways From a Dizzying Week For Markets | August 4, 2025
LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent […]
- Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025
LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising […]
- Rate and Credit View | Making Mortgage Finance Private Again | July 2025
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on […]
- Weekly Market Commentary | Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | July 21, 2025
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal […]
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — August 8, 2025
LPL's Weekly Market Performance for the week of August 4, 2025, highlights trade and corporate […]
- A Relief Rally or Reversal in the Dollar?
LPL Research explores the sustainability of the latest rebound in the dollar.
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LPL Research analyzes recent volatility levels across major asset classes, and what it could mean […]
- How Do Stocks Perform During Fed Easing Cycles?
LPL Research analyzes an action-packed end to July and historical performance during Fed […]
- Weekly Market Performance — August 1, 2025
LPL's Weekly Market Performance for the week of July 28, 2025, highlights an action packed week, […]
- Consumer Discretionary Sector Outlook: Tariffs and Slowing Consumer Spending Point to Complacency
LPL Research assesses tariff-related profitability effects on consumer discretionary companies.