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
- 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 […]
- Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?
LPL Research discusses first quarter's solid reporting season and why it might not offer much of a […]
- Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steady
LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, […]
- Weekly Market Commentary | Bulls Are on Trial
LPL Research discusses trade talks and their market outlook, noting progress but ongoing […]
- LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimism
Major averages ended a volatile April mostly lower after paring back a deep correction in the wake […]
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — June 6, 2025
LPL's Weekly Market Performance for the week of June 2, 2025, highlights a full slate of labor […]
- Independent Power Producers in an Electricity Bull Market
Electricity demand is booming as AI drives data center growth. LPL Financial discusses how IPPs […]
- Tech, Consumer, and Comms Drive Best May Since 1990
The S&P 500 soared 6.3% in May, its best since 1990, as growth sectors rebounded sharply. LPL […]
- Finding Clues in the Upcoming Jobs Report
LPL Research explains how long-term unemployed data give insights into the labor market.
- Weekly Market Performance — May 30, 2025
LPL's Weekly Market Performance for the week of May 26, 2025, highlights a busy week of trade […]
- Court Blocks Trump Tariffs, Raising Trade Policy Uncertainty
A federal court ruling blocks major U.S. tariffs, shaking up President Trump’s trade strategy.
