RESEARCH
![Outlook 2024: A Turning Point](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/12/Outlook-2024-Social-1080x630.png)
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...
![LPL Financial Research Midyear Outlook 2023: The Path Toward Stability](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/07/Advisor-Graphic_MidyearOutlook-2023-1080x597.png)
LPL Financial Research Midyear Outlook 2023: The Path Toward Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what...
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024
The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets.
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024
With the release of the LPL Research Midyear Outlook 2024: Still Waiting for the Turn, in this week’s commentary we pull out key themes from the publication and add some context for our views given stocks have continued to rally — with Thursday a glaring exception as stocks sold off, somewhat surprisingly, after a good consumer inflation report.
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
![Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024](https://talluswealthmanagement.com/wp-content/uploads/sites/37/2023/01/weekly-market-commentary-092721_article-hero-450x450-1.png)
Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024
LPL Research believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in the near term given all signs point to another solid earnings season and stocks have mostly performed well during the peak weeks of reporting season in recent years.