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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 | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025
LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, […]
- Equity Strategy Insights | Words to Invest By: Earnings Drive Stock Prices | December 12, 2025
LPL Research explores how earnings trends impact stock performance, focusing on estimates and […]
- Weekly Market Commentary | Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 | December 15, 2025
LPL Research examines why the bull market appears ready to continue its run in 2026, powered by AI […]
- Outlook 2026 Client Letter | December 9, 2025
LPL Research provides a few key takeaways from their Outlook report, which is now available.
- Outlook 2026 | The Policy Engine | December 9, 2025
LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy […]
- Global Portfolio Strategy | November Pullback Could Set the Stage for Year-End Rally | December 8, 2025
LPL Research changes its view on alt strategies while noting November pullback could spark a […]
Market Signal Podcast
Macro. Market. Movers.
- Will the Santa Claus Rally Spark a Bullish Start to 2026?
LPL Research explores the Santa Claus Rally seasonal period and what it could signal for stocks in […]
- Weekly Market Performance — December 19, 2025
LPL's Weekly Market Performance for the week of December 15, 2025, highlights another choppy week […]
- Weekly Market Performance — May 17, 2024
LPL Research's Weekly Market Performance for the week of May 13, 2024, highlights new record highs, […]
- Commercial Real Estate — Is Now the Time to Invest?
LPL Research takes a deep dive into the commercial real estate sector, providing an overview, as […]
- Are Tariffs Always Inflationary?
LPL Research discusses the impacts of 2018 tariffs on wholesale and retail inflation.
- AI Infrastructure: The Backbone of the Next Tech Wave
LPL Research examines the AI boom’s impact on infrastructure, highlighting power and data center […]