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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
![](https://laketravisinvestments.com/wp-content/uploads/2024/07/Outlook-2024-Social-1080x630-1-300x175.png)
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 | August: A Tale of Two Trends | September 6, 2024
LPL's STAAC upgrades healthcare sector to neutral from underweight and downgrades energy to neutral […]
- Client Letter | The U.S. Economy and Financial Markets: Passing the Tests | September 4, 2024
As students head back to school, LPL Research reviews several tests that the U.S. economy and the […]
- Russia To Host BRICS Amid Heightened Geopolitical Conflict | Weekly Market Commentary | September 3, 2024
Amid global hostilities, Vladimir Putin announced BRICS 2024 is focused on establishing a “fair […]
- It's Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024
LPL Research provides key takeaways from the recent Jackson Hole Economic Symposium and what to […]
- Stock and Bond Market FAQs From the Field and Focus 2024 | Weekly Market Commentary | August 19, 2024
LPL Research explores advisor FAQs from the 2024 Focus conference, including market volatility, […]
- Pullbacks Are Common but Painful | Weekly Market Commentary | August 12, 2024
LPL Research explores recent market volatility, the unwinding of the yen carry trade, and assesses […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — September 6, 2024
LPL's Weekly Market Performance for the week of August 26, 2024, highlights a tough start to […]
- A Recovery or Relief Rally in Stocks?
LPL Research explores the technical setup for the S&P 500 and highlights how stocks perform […]
- Is September Seasonality a Headwind for Stocks?
LPL Research explores what clues seasonality can give us about markets for the remainder of 2024.
- Distressed Market Update
LPL Research provides an update on the distressed debt investment landscape.
- Weekly Market Performance — August 30, 2024
LPL's Weekly Market Performance for the week of August 26, 2024, highlights key tech earnings, […]
- What Does a Rate Cut Mean for Stocks and Bonds?
LPL Research explores the potential impact rate cuts could have on equity and fixed income markets.