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Client Letter | Solid Start to 2024 | February 7, 2024

LPL Research examines January gains and what they may mean for the rest of the year.

Global Portfolio Strategy | Stocks Start New Year on the Front Foot | February 7, 2024

Stocks started 2024 off on a positive note, with gains in January and early February, a positive signal for potential gains over the rest of the year.

Will the January Barometer Come Through? | Weekly Market Commentary | February 5, 2024

LPL discusses the likelihood the stock market’s gains in January will translate into a positive 2024 for stocks and whether the S & P 500 has come too far too fast.

Is Too Much Optimism Priced In? | Weekly Market Commentary | January 29, 2024

LPL Research discusses several different stock valuation approaches and even make the case that they aren’t as pricey as they look.

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.

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.

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.

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.

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.

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.