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LPL Research
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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Client Letter | Outlook 2024: A Turning Point | December 12, 2023
LPL Research discusses their economic and market forecasts for the first half of 2024.
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Outlook 2024 | A Turning Point | December 12,2023
The LPL Research team provides insight and analysis into 2024’s opportunities, challenges, and potential surprises.
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