Resources

Home | Resources
Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024

Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024

Shipping disruptions in the Red Sea could temporarily impact goods prices but not at the same magnitude as during the pandemic. Tight financial conditions, slowing economic growth, and a disinflationary trend all support the Federal Reserve’s (Fed) pivot away from tightening monetary policy to easing in the new year. Despite these longer term trends, rates possibly got ahead of themselves in recent weeks, exhibiting higher volatility.

read more
Lessons Learned In 2023 | Weekly Market Commentary | January 2, 2024

Lessons Learned In 2023 | Weekly Market Commentary | January 2, 2024

LPL Research had some wins and some losses as the market delivered its usual dose of humility to us and many market participants. In an effort to maintain accountability and learn from our mistakes (and hopefully not repeat them), we are starting the new year with our traditional lessons learned commentary.

read more
Key Equity Themes For 2024 | Weekly Market Commentary | December 18, 2023

Key Equity Themes For 2024 | Weekly Market Commentary | December 18, 2023

Low and stable interest rates should help support stock valuations, while corporate profits are moving into a sweet spot. So even though stocks look fully valued, if rates ease as we expect, we could see upside to our year-end 2024 fair-value target range of 4,850 to 4,950. We highlight some key themes for stocks next year.

read more

Contact Us

Have a question? Our investment advisors would be happy to answer any questions you have about your financial situation.