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
- Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23 2025
LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and […]
- Weekly Market Commentary | Inflation’s Importance to Financial Markets Cannot Be Overstated | June 16, 2025
Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL […]
- Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best […]
- Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025
Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which […]
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings […]
- Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick
LPL Research discusses recent tariff news, what direction the Trump administration might go in […]
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — June 27, 2025
LPL's Weekly Market Performance for the week of June 23, 2025, highlights easing geopolitical […]
- The Geopolitical Gold Game
LPL Research discusses gold’s three-year surge, tracing its start back to central banks and […]
- Treasury Market Haven Status Is Safe...For Now
LPL Research highlights the recent volatility in the Treasury market and why we think it’s still […]
- Wrestlers, Rappers, Sibling Rivalries, and Investment Returns
LPL Financial explains how evaluating fund performance requires understanding manager style and […]
- The Fed Holds the Line: Powell’s Patience vs. Trump’s Push
LPL Research highlights the expected savings for the U.S. government that would take place from a […]
- Weekly Market Performance — June 20, 2025
LPL's Weekly Market Performance for the week of June 16, 2025, highlights ongoing geopolitical […]
