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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
![](https://investwithredwood.com/wp-content/uploads/2024/07/Outlook-2024-Social-1080x630-1.png)
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
Weekly Market Commentary
- Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer […]
- Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
LPL Research discusses the case for bull and bear markets in 2025.
- Client Letter | AI Advances and Tariff Tactics | February 5, 2025
LPL Research discusses America's lead in the AI race and the potential economic impact of President […]
- U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
LPL Research explores the factors that define U.S. exceptionalism, including its de facto global […]
- Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump […]
- Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty | Weekly Market Commentary | January 21, 2025
LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start.
Market Signal Podcast
Macro. Market. Movers.
- 2025 Private Equity Market Landscape
LPL Research provides its 2025 Private Equity market outlook.
- Weekly Market Performance — February 7, 2025
LPL's Weekly Market Performance for the week of February 3, 2025, highlights this week's tariff […]
- Will History Rhyme? Fixed Income Themes During the First Trump Administration
LPL Research highlights the broader fixed income themes that played out during the first Trump […]
- Why Not Both? Blending Active and Passive Management
LPL Research analyzes the results of active management across asset classes and discusses how […]
- Tariff Turbulence
LPL Research dissects the recent tariff and trade developments that have driven market volatility […]
- Weekly Market Performance — January 31, 2025
LPL's Weekly Market Performance for the week of January 27, 2025, highlights the latest AI […]