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
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026
LPL Research kept its overall market outlook steady for March, but upgraded industrials to […]
- Economic Navigator | From AI to Oil: The Forces Redefining Growth | March 11, 2026
LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market […]
- Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market […]
- Client Letter | Maintaining Course Through Geopolitical Uncertainty | March 4, 2026
LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical […]
- Equity Strategy Insights | AI Disruption Survival Kit as Fears Ripple Through Equity Markets | March 2, 2026
LPL Research outlines how AI disruption is shaping equity markets and highlights sectors like […]
- Weekly Market Commentary | How LPL Research Thinks About Dividends | March 2, 2026
Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question […]
Market Signal Podcast
Macro. Market. Movers
- Oil in the Driver’s Seat as Geopolitical Tensions Rise
LPL Research examines how the Iran conflict is influencing equity and oil markets.
- So…You Want to Build a Data Center
LPL Research explores what data center construction and operation tells us about the future of […]
- Treasury Market: Stuck Between Iran and a SaaS Space
LPL Research examines how Treasury yields are caught between AI‑driven growth concerns and rising […]
- Weekly Market Performance — March 6, 2026
LPL's Weekly Market Performance for the week of March 2, 2026, highlights geopolitical developments […]
- Managed Futures: Current Positioning and Geopolitical Risks
LPL Research explores how rising geopolitical tensions are challenging managed futures, with […]
- Iran Escalation: How Markets Have Reacted to Geopolitical Events
LPL Research examines what escalations in the Middle East could mean for stock markets and how […]