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
- 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 […]
- Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024
LPL Research explores the record-high rally in gold and highlights how the precious metal has […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — October 18, 2024
LPL's Weekly Market Performance for the week of October 14, 2024, highlights key bank earnings, the […]
- Weekly Market Performance — June 14, 2024
LPL Research's Weekly Market Performance for the week of June 10, 2024, highlights more all-time […]
- Weekly Market Performance — March 22, 2024
LPL's Weekly Market Performance for the week of March 18, 2024, highlights rate hikes and an […]
- Weekly Market Performance — October 4, 2024
LPL's Weekly Market Performance for the week of September 30, 2024, highlights U.S. jobs data, […]
- Weekly Market Performance — October 11, 2024
LPL's Weekly Market Performance for the week of October 7, 2024, highlights Fed rate-cut bets, the […]
- Breakout in the Banks
LPL Research explores bank earnings and highlights why the latest rally could have more room to run.