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
- July 2025 Client Letter | America Gets Record High Stock Prices for Its Birthday
Markets sizzle — S&P hits new highs amid global shifts, AI buzz, and policy tailwinds. Can […]
- Weekly Market Commentary | Strategic Time Horizon Supports Allocation to Non-U.S. Equities | June 30 2025
LPL Research examines why strategic allocations should still consider diversification into […]
- Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23 2025
LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and […]
- Weekly Market Commentary | Inflation’s Importance to Financial Markets Cannot Be Overstated | June 16, 2025
Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL […]
- Global Portfolio Strategy | Staying the Course as S&P 500 Threatens New Highs | June 2025
U.S. stocks settled sharply higher last month with the S&P 500 and Nasdaq delivering their best […]
- Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025
Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which […]
Market Signal Podcast
Macro. Market. Movers.
- Midyear Outlook 2025 —Preview of Fixed Income and Commodities
LPL Research previews its second half outlook for the fixed income and commodity markets ahead of […]
- Midyear Outlook 2025 Coming Soon — Economy and Equities Preview
LPL Research previews its second-half outlook for the economy and stock market ahead of the July 8, […]
- Weekly Market Performance — June 27, 2025
LPL's Weekly Market Performance for the week of June 23, 2025, highlights easing geopolitical […]
- The Geopolitical Gold Game
LPL Research discusses gold’s three-year surge, tracing its start back to central banks and […]
- Treasury Market Haven Status Is Safe...For Now
LPL Research highlights the recent volatility in the Treasury market and why we think it’s still […]
- Wrestlers, Rappers, Sibling Rivalries, and Investment Returns
LPL Financial explains how evaluating fund performance requires understanding manager style and […]