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
- 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 […]
- IPOs as a Market Tell | Weekly Market Commentary | April 1, 2024
LPL Research explores IPO market trends and what a recent uptick in activity could mean for stocks.
- Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024
LPL Research discusses strategic and tactical investment processes and recap their recent strategic […]
Market Signal Podcast
Macro. Market. Movers.
- The Patient Pause
LPL Research examines the implications of current Federal Reserve policy on markets.
- March and First Quarter Fund Flows
LPL Research explores March and Q1 fund flow data and investor sentiment across asset classes.
- Weekly Market Performance — April 19, 2024
LPL Research's Weekly Market Performance for April 15, 2024, discusses the S&P 500's three-week […]
- Uncovering Model Portfolio Construction and Evaluation
LPL Research examines the advantages and pitfalls of different portfolio construction methods.
- Middle East Conflict: How Stocks React to Geopolitical Shocks
LPL Research details what the Middle East escalations could mean for stocks and how markets have […]
- Weekly Market Performance — April 12, 2024
LPL's Weekly Market Performance for the week of April 8, 2024, highlights market movements and […]