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 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
- Client Letter | Navigating May's Stock Market Outlook | May 1, 2024
LPL Research highlights why the S&P 500 fell about 4 percent in April despite a strong first […]
- That Was Quite a Week | Weekly Market Commentary | April 29, 2024
LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of […]
- The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
LPL Research examines the return of market volatility as the narrative has shifted toward a higher […]
- Revisiting Energy | Weekly Market Commentary | April 15, 2024
LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving […]
- What to Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
LPL previews first quarter earnings season, which will be driven by an improving economic […]
- Client Letter | An Excellent First Quarter for Stocks | April 5, 2024
LPL Research highlights an excellent first quarter for stocks, the latest economic data, and what […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — May 3, 2024
LPL's Weekly Market Performance for the week of March 11, 2024, highlights stocks ending in green, […]
- China Climbs Out of a Bottom
LPL Research highlights the recent technical progress being made in China's stock market and why […]
- Macro Strategies Shine
LPL Research updates investors on the performance and benefits of Macro-related alternative […]
- Sell in May and Go Away?
LPL Research explores whether investors should follow the market adage “sell in May” and other […]
- Valuations Aren’t Great Timing Tools
LPL examines the relationship between stock valuations and forward returns and finds valuations are […]
- Weekly Market Performance — April 26, 2024
LPL Research's Weekly Market Performance for April 22, 2024, highlights the S&P 500 bouncing […]