Research
Research
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
Weekly Market Commentary
- Revising Our S&P 500 Target Amid a Storm of Uncertainty
LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, […]
- Decent Chance Stock Market Bottom Is in but Far From Certain
LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks […]
- Global Portfolio Strategy | Market Sell-Off Intensifies on Adverse Tariff News | April 11, 2025
U.S. equity markets extended declines in March, with the S&P 500 suffering its biggest monthly […]
- A Gut Check Moment for Markets – and Investors
LPL Research discusses what they're focused on amidst recent market volatility.
- Tariff Turmoil: Where Do We Go from Here?
LPL Research provides key takeaways from recent tariff news, including some potential silver […]
- Trade Tensions Intensify
LPL Research provides insights on recent trade tensions and encourages investors to focus on the […]
Market Signal Podcast
Macro. Market. Movers.
- Who is Going to Buy Bonds? Pension Funds
LPL Financial Research examines positive supply and demand technical analysis for the […]
- Consumers Getting a Mixed Bag of Economic Data
LPL Research takes a closer look at the mixed bag of spending and housing data and what it means […]
- Weekly Market Performance–November 27, 2023
LPL Research's Weekly Market Performance for the week of Nov. 27, 2023, recaps a strong finish for […]
- December Seasonality: Is the Santa Claus Rally Coming to Town?
LPL Research assesses stock market seasonals and what they could infer for stock market returns […]
- Is There Any Income Left in Fixed Income?
LPL Financial Research examines the still-favorable risk and return setup for fixed income after […]
- Presidential Cycle Still Supportive of Stocks
LPL Research discusses historical stock market performance in election years and what to expect in […]