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
- 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 Resilience Amid Uncertainty
LPL highlights the stock market’s resilience, emphasizing downturns often create opportunities […]
- Finding Value Among the Muni Market Malaise
LPL Research highlights the volatile month for the municipal bond market, the impact of supply […]
- Weekly Market Commentary | Softer Tone on China Is Encouraging, but Some Caution Still Advised
LPL Research discusses recent market advancements and what they might mean for investing.
- Revising Our S&P 500 Target Amid a Storm of Uncertainty
LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, […]
- Decent Chance Stock Market Bottom Is in but Far From Certain
LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks […]
Market Signal Podcast
Macro. Market. Movers.
- Secondaries in 2025: Capitalizing on Structural Momentum
LPL Research examines the growth of the private secondary market.
- As Seen on TV, Fund Holdings Come & Go; People Are Paramount
LPL Research discusses insights gleaned from meetings with fund managers.
- From Turbulent to Tranquil? Calm Returns to Credit Markets
LPL Research highlights the relative calm in the corporate credit markets and examines if that […]
- Weekly Market Performance — May 2, 2025
LPL's Weekly Market Performance for the week of April 28, 2025, highlights easing trade tensions, […]
- Sell in May and Go Away?
LPL Research explores the seasonal setup for stocks over the next six months.
- Post-Earnings Check-Up on U.S. Homebuilders
LPL Research checks in on large cap U.S. homebuilders following their latest earnings results.