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
- 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 […]
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings […]
- Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick
LPL Research discusses recent tariff news, what direction the Trump administration might go in […]
- Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?
LPL Research discusses first quarter's solid reporting season and why it might not offer much of a […]
Market Signal Podcast
Macro. Market. Movers.
- Why Long-Term Investing Beats Selling in Volatile Times
LPL Financial explains why long-term investing works: historical data shows patient investors are […]
- Israel-Iran Conflict: Stocks Face Another Geopolitical Test
Following escalation of the Israel-Iran conflict, LPL Research examines historical stock […]
- Weekly Market Performance — June 13, 2025
LPL's Weekly Market Performance for the week of June 9, 2025, highlights trade updates, escalating […]
- Record High Watch for the S&P 500
LPL Research explores the recovery in U.S. equity markets and how stocks historically perform after […]
- Larger Hedge Funds Dominate in Volatile 2025 Market
Hedge fund assets hit a record $4.53 trillion in Q1 2025. LPL Financial breaks down which […]
- What 13F Filings Reveal: Big Tech Sold, Buffett’s Mystery
Big tech stocks sold off by institutional investors in Q1 2025. LPL Financial explores 13F […]
