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LPL Research
Will the January Barometer Come Through? | Weekly Market Commentary | February 5, 2024
LPL discusses the likelihood the stock market’s gains in January will translate into a positive 2024 for stocks and whether the S & P 500 has come too far too fast.
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Is Too Much Optimism Priced In? | Weekly Market Commentary | January 29, 2024
LPL Research discusses several different stock valuation approaches and even make the case that they aren’t as pricey as they look.
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Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024
LPL Research examines supply chain issues today compared to the pandemic and discusses whether they will alter the Fed’s plans to cut interest rates in 2024.
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Magnificent Seven and Margins Are Keys to Q4 Earnings Season | Weekly Market Commentary | January 16, 2024
LPL Research previews fourth quarter earnings season highlighting the importance of the magnificent seven, outsized cuts to estimates, and profit margins.
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Global Portfolio Strategy | Stocks and Bonds Both End 2023 on a High Note | January 8, 2024
Stocks capped off a strong 2023 with solid gains in December amid increasing investor confidence in a soft landing.
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China 2024 Faces Demanding Challenges | Weekly Market Commentary | January 8, 2024
LPL Research explores the expectations for post-pandemic China and provides updated thoughts on investing in China and emerging markets.
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Client Letter | Important Lessons from 2023 | January 3, 2024
LPL Research looks back on what we learned in 2023 and important lessons for investors to take into 2024.
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Lessons Learned in 2023 | Weekly Market Commentary | January 2, 2024
LPL Research reflects back on 2023 and the key lessons learned from a challenging but impressive year for stocks.
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Key Equity Themes for 2024 | Weekly Market Commentary | December 18, 2023
LPL Research highlights key themes underlying our stock market outlook for 2024 and discusses possible upside scenarios.
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Global Portfolio Strategy | After Strong November, Seasonal Tailwinds Persist | December 14, 2023
LPL Research’s STAAC sees the risk-reward trade-off between equities and fixed income as roughly balanced.
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