WEEKLY ECONOMIC COMMENTARY
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication.
Client Letter | December 04, 2024
Dear Valued Investor, Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. The U.S. economy continued its...
A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024
The dollar’s continued climb higher has been predicated on a host of factors — including the rise in geopolitical risk and the dollar’s safe haven status as inflows have picked up markedly, uncertainty with regard to the Federal Reserve’s (Fed) interest rate move in December…
Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact from rogue trade policy.