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
- Weekly Market Commentary | The Intersection of Political Uncertainty and Global Debt Markets | September 15, 2025
Weekly Market Commentary | The Intersection of Political Uncertainty and Global Debt Markets | […]
- Global Portfolio Strategy | September Fed Rate Cut Is Probably a Lock as Job Growth Slows | September 9, 2025
LPL Research recaps a month of continued S&P 500 strength, reasons for a likely Fed rate cut, […]
- Weekly Market Commentary | Stocks Are Following the Market’s Playbook | September 8, 2025
LPL sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and […]
- Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025
LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid […]
- Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut […]
- Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — September 12, 2025
LPL's Weekly Market Performance for the week of September 12, 2025, highlights key economic data, a […]
- Fragile Mandates and Rising Yields
LPL Research examines the role of recent political uncertainty in upward pressure on long-term […]
- Resumption of Fed Easing Cycle Could Help Unlock Capital
LPL Research examines the dynamics between the market cap of U.S. equities and money market assets, […]
- Some Good News and Some Bad News About the Jobs Report
LPL Research explains why the ADP report is becoming a more reliable indicator for the nonfarm […]
- Weekly Market Performance — September 5, 2025
LPL's Weekly Market Performance for the week of September 2, 2025, highlights a mixed start to […]
- Policy Shifts Could Reshape 401(k) Investing
LPL Research discusses how the new executive order signed on August 7, 2025 focuses on providing […]