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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
- Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025
LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising […]
- Rate and Credit View | Making Mortgage Finance Private Again | July 2025
LPL Research analyzes the potential privatization of Fannie Mae and Freddie Mac and its impact on […]
- Weekly Market Commentary | Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | July 21, 2025
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal […]
- Equity Strategy Insights | A Lot Riding on Second Quarter Earnings Season | July 2025
LPL Research asks will second quarter results and guidance from corporate America be good enough to […]
- Midyear Outlook 2025 | Pragmatic Optimism, Measured Expectations | July 8, 2025
LPL Financial is pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, […]
- Market Insight Quarterly | Q2 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, […]
Market Signal Podcast
Macro. Market. Movers.
- One Big Beautiful Bill Act – Impact on Alternative Investments
LPL Research reviews how the One Big Beautiful Bill Act may impact alternative investments
- Agency MBS Still Offer Attractive Income Opportunities
LPL Research highlights the attractiveness of the mortgage-backed securities market despite […]
- Weekly Market Performance — July 25, 2025
LPL's Weekly Market Performance for the week of July 21, 2025, highlights big tech earnings, U.S. […]
- Early Q2 Earnings Check-In: Highlights From the Calls
LPL Research highlights qualitative commentary from select corporate management teams during the […]
- Five Reasons to Give Small Caps Forethought
LPL Research examines the bull case for small cap equities.
- Federal Reserve Independence Depends on Your Definition
LPL Research explains why Federal Reserved independence is a necessary ingredient for market […]