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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
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
- 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.
- Second Quarter Earnings Recap: Good, Not Great | Weekly Market Commentary | September 9, 2024
LPL Research recaps second quarter earnings season and shares its thoughts about the outlook for […]
- Global Portfolio Strategy | August: A Tale of Two Trends | September 6, 2024
LPL's STAAC upgrades healthcare sector to neutral from underweight and downgrades energy to neutral […]
Market Signal Podcast
Macro. Market. Movers.
- Chinese Stocks Charge Into Bull Market Territory
LPL Research highlights recent policy changes in China and how they have impacted equity and fixed […]
- Alternative Strategies During Rate Cut Cycles
LPL Research provides an update on how the infrastructure market has evolved and where it fits in a […]
- October Seasonals: Trick or Treat?
LPL Research explores what clues seasonality can give us about markets for the remainder of 2024.
- Weekly Market Performance — September 27, 2024
LPL's Weekly Market Performance for the week of September 23, 2024, highlights AI-related earnings, […]
- It’s What’s Priced In That Matters
LPL Research examines why Treasury yields are higher lately despite the Federal Reserve cutting […]
- Why Did the Fed Go Bold?
LPL Research highlights the reasons the Fed decided to cut rates by a half percentage point.