LPL Research

The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.

Revisiting Energy | Weekly Market Commentary | April 15, 2024
As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. That low bar has tempted analysts to forecast a series of positive surprises as recent data releases for both the U.S. and China suggest a stronger economic underpinning, and the manufacturing sector appears to have bottomed in both countries. Oil demand — and prices — typically follow rising manufacturing and factory output, while rising consumer sentiment normally portends an increase in air travel, which also requires higher oil allocations.
Client Letter | An Excellent First Quarter for Stocks | April 3, 2024
Dear Valued Investor, The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate profits, and anticipation of summertime rate cuts from the Federal Reserve (Fed) to...
Recent Posts
Higher For Longer – Updating Our Treasury Forecast | Weekly Market Commentary | October 9, 2023
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
Is India The New China? | Weekly Market Commentary | September 25, 2023
Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
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