Resources
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
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
- 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 […]
- Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024
LPL Research previews Q3 earnings season, identifies key drivers of results, and discusses several […]
- Happy Second Birthday Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024
LPL Research celebrates the bull market's second anniversary and discusses if the market can […]
- Global Portfolio Strategy | Shifting from Bonds to Alternatives for Additional Diversification Benefits | October 9, 2024
LPL Research's STAAC upgrades consumer discretionary from underweight to neutral.
- Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 07, 2024
LPL Research explores the Fed's recalibration of policy amid economic shifts, rate cuts, and labor […]
- Client Letter | Beyond the Federal Reserve Rate Cuts | October 2, 2024
Now that the Federal Reserve has finally cut rates, LPL Research explores possible implications for […]
Market Signal Podcast
Macro. Market. Movers
- Weekly Market Performance — October 25, 2024
LPL's Weekly Market Performance for the week of October 21, 2024, highlights a busy week for […]
- Weekly Market Performance — October 11, 2024
LPL's Weekly Market Performance for the week of October 7, 2024, highlights Fed rate-cut bets, the […]
- Weekly Market Performance — October 4, 2024
LPL's Weekly Market Performance for the week of September 30, 2024, highlights U.S. jobs data, […]
- Yields on the Rise
LPL Research explores what’s behind the recent rebound in yields and the potential impact higher […]
- All That Glitters Is Not Gold
LPL Research highlights the recent rally in gold and how high-earning millennials are supporting […]
- The Return of the Treasury Term Premium
LPL Research examines what a positive Treasury term premium is and what it means for the market.