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...
Quantifying the Environment for Stock Selection Alpha
LPL Research discusses how investors can assess whether the current environment is constructive for investing in long/short equity or equity market neutral funds.
Weekly Market Performance | September 4, 2026
LPL’s Weekly Market Performance for the week of August 31, 2026, highlights choppy trading for stocks, higher Treasury yields, and mixed commodity markets.
Free Cash Flow Adjustments Reflect Owner Economics
LPL Research analyses adjustments to headline free cash flow measurements that more accurately reflect owner economics.
Are French Bond Spreads Flashing a Warning Sign?
LPL Research discusses what is driving a rise in French government bond yields and what this may mean for global bond markets.
September Seasonals Weak Before Strong Q4
LPL Research explains why September often remains weak in midterm years and how stocks have historically rebounded in the fourth quarter.
Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.