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
- 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 […]
- Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024
LPL Research discusses potential market impacts of policy changes, including the Fed’s pivot and […]
- Election Implications on the Municipal Market | Weekly Market Commentary | September 16, 2024
LPL Research examines how the U.S. presidential election could impact the municipal market.
Market Signal Podcast
Macro. Market. Movers.
- 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, […]
- Weekly Market Performance — March 22, 2024
LPL's Weekly Market Performance for the week of March 18, 2024, highlights rate hikes and an […]
- Happy Anniversary Bull Market!
LPL Research checks in on the status of the bull market as it approaches its second anniversary.
- Stock Markets: What To Expect When We’re Electing
LPL Research examines how this presidential election year compares to previous cycles with regards […]
- What’s New With Fixed Income?
LPL Research discusses how the fixed income landscape has evolved and where certain positioning […]