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
- Post Title
- Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 1, 2025
LPL addresses the U.S. government shutdown, its historical market impact, and the broader economic […]
- Rate and Credit View | Can Investment-Grade Corporate Bonds be the New Risk-Free Asset? | October 2025
LPL Research explores whether investment-grade corporate bonds can rival U.S. Treasuries as the new […]
- Equity Strategy Insights | International Equities Are Attractively Valued, But What Else Is New? | September 2025
LPL Research examines whether attractive valuations and technical strength in international […]
- Weekly Market Commentary | Equity Market Melt-Up Cools as Government Shutdown Looms | September 29, 2025
LPL Research analyzes recent market performance as Fed expectations, strong economic data, […]
- Weekly Market Commentary | No Risk-Free Path | September 22, 2025
LPL Research examines the potential effects of recent Fed actions.
Market Signal Podcast
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- Weekly Market Performance — October 3, 2025
LPL's Weekly Market Performance for the week of October 3, 2025, highlights the government […]
- Q3 Recap — 10 Key Takeaways
LPL Research takes a look back at third quarter (Q3) performance, providing 10 key takeaways.
- Eight Things to Know About Government Shutdowns
LPL Research discusses government shutdowns and what matters to investors.
- Can October Seasonals Keep the Melt-Up Going?
LPL Research examines seasonal stock market trends in October and the fourth quarter.
- Weekly Market Performance — September 26, 2025
LPL's Weekly Market Performance for the week of September 22, 2025, highlights weekly performance […]
- Active ETFs: Benefits Worth Having and Burdens Worth Bearing
LPL Research explains how diligent monitoring is required to ascertain the proposed benefits of […]