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...
- Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025
LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid seasonal risks and policy shifts.
- Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s Weekly Market Commentary.
- Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its long-term bull market.
- Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025
LPL Research examines recent Fed comments and what to expect moving forward.
- Weekly Market Commentary | Earnings Season Delivers | August 18, 2025
LPL Research discusses key takeaways from the most recent earnings season.