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
- Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
LPL Research explores the latest round of tariff news and why the metals market is heating up.
- Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer […]
- Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
LPL Research discusses the case for bull and bear markets in 2025.
- Client Letter | AI Advances and Tariff Tactics | February 5, 2025
LPL Research discusses America's lead in the AI race and the potential economic impact of President […]
- U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
LPL Research explores the factors that define U.S. exceptionalism, including its de facto global […]
- 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 […]
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — February 21, 2025
LPL's Weekly Market Performance for the week of February 17, 2025, highlights ongoing tariff […]
- Key Takeaways From Recent 13F Filings
LPL Research examines key takeaways from fourth quarter 13F filings from institutional asset […]
- Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
LPL Research examines the recent updates to their strategic investment views and what this could […]
- How Tariffs Impact Credit Markets
LPL Research examines what tariffs mean for the credit market and how this would impact high yield […]
- Weekly Market Performance — February 14, 2025
LPL's Weekly Market Performance for the week of February 10, 2025, highlights the latest inflation […]
- Updated Sector Views
LPL Research highlights recent sector recommendation changes to their tactical asset allocation […]
