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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
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
- Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025
LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]
- Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025
LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]
- Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025
LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]
- Weekly Market Commentary | What Could Spook Markets | October 27, 2025
LPL Research provides commentary on which risks should be paid attention to as the markets move […]
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — November 14, 2025
LPL's Weekly Market Performance for the week of November 10, 2025, highlights a rise in volatility […]
- Why Market Pullbacks in 2025 Have Been Shallow and Short
LPL Research examines the depth and duration of market drawdowns amid the recent bull market run […]
- AI Adoption Rates Will Likely Rise From Here
LPL Research explains why several sectors could realize even higher adoption rates for artificial […]
- Ideas Are Everywhere — If You’re Paying Attention
LPL Research explores how personal experience and everyday observations can guide long-term […]
- Weekly Market Performance — November 7, 2025
LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]
- AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold
LPL Research analyzes the balance between the AI theme’s potential and risks for investors.