WEEKLY ECONOMIC COMMENTARY
CLIENT LETTER | January 03, 2024
Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.
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.
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.
LPL Research’s Outlook 2024 | A Turning Point
LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024. In 2024, WE BELIEVE MARKETS will make a definitive turn to a more recognizable place. En route, the transition will be...
CLIENT LETTER | December 12, 2023
Dear Valued Investor, LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of its key...