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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
- Rate and Credit View | Private Credit at a Crossroads: Stress, Liquidity, and the AI Disruption Cycle | March 2026
LPL Research explains how higher rates, AI disruption, and liquidity strains test private […]
- Weekly Market Commentary | Why Oil Prices Matter Less — But Still Move Headline Inflation | March 16, 2026
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape […]
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026
LPL Research kept its overall market outlook steady for March, but upgraded industrials to […]
- Economic Navigator | From AI to Oil: The Forces Redefining Growth | March 11, 2026
LPL Research explains key economic trends in 2026, from shifting labor conditions to oil market […]
- Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026
LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market […]
- Client Letter | Maintaining Course Through Geopolitical Uncertainty | March 4, 2026
LPL Research addresses the escalating Iran conflict and its market impact. Despite geopolitical […]
Market Signal Podcast
Macro. Market. Movers.
- Weekly Market Performance — March 20, 2026
LPL's Weekly Market Performance for the week of March 16, 2026, highlights the latest geopolitical […]
- Finding Portfolio Resilience in Uncertain Times
LPL Research offers ideas for volatile markets: diversify with alternatives, TIPS, and real assets, […]
- Do Midterm Elections Matter for Markets? A Historical Perspective
LPL Research analyzes how midterm elections affect markets — midterms can rattle sentiment, but […]
- Earnings Strength Remains Amid Mideast Conflict
LPL Research assesses the potential effects of war in Iran on earnings, highlighting the resilience […]
- Weekly Market Performance — March 13, 2026
LPL's Weekly Market Performance for the week of March 9, 2026, highlights geopolitical […]
- Oil in the Driver’s Seat as Geopolitical Tensions Rise
LPL Research examines how the Iran conflict is influencing equity and oil markets.