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
- Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
LPL Research explores trade dynamics since Trump's first administration and why that may limit the […]
- Election Day Takeaways | Weekly Market Commentary | November 11, 2024
LPL Research explores the election outcome and what it could mean for markets going forward.
- Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024
In October, U.S. stocks ended a five-month winning streak, closing modestly lower despite a surge […]
- Client Letter | Donald Trump Elected 47th President of the United States of America | November 6, 2024
Achieving an outcome and removing policy uncertainty is positive for markets, especially with the […]
- Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024
LPL Research discusses key policy differences between candidates and key factors that may determine […]
- What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024
LPL Research discusses some economic and market risks that, in honor of Halloween, might scare […]
Market Signal Podcast
Macro. Market. Movers
- NVIDIA’s Super-Sized Importance
LPL Research examines the importance of NVIDIA ahead of the chipmaking behemoth’s third quarter […]
- October 2024 Fund Flows Recap
LPL Research explores October's fund flows data and investor sentiment across asset classes.
- Weekly Market Performance — November 15, 2024
LPL's Weekly Market Performance for the week of November 11, 2024, highlights the waning […]
- What Does a Rate Cut Mean for Stocks and Bonds?
LPL Research explores the potential impact rate cuts could have on equity and fixed income markets.
- Weekly Market Performance — September 13, 2024
LPL's Weekly Market Performance for the week of September 9, 2024, highlights the U.S. stock […]
- Weekly Market Performance — July 19, 2024
LPL Research's Weekly Market Performance for the week of July 15, 2024, highlights S&P 500 […]
