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...
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...
Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.
Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments.
Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.