RESEARCH
China 2024 Faces Demanding Challenges | Weekly Market Commentary | January 8, 2024
There were numerous reports suggesting the world’s second largest economy would ignite a bout of inflation as its industrial base would require vast quantities of commodities to power a newly energized China. Clearly that didn’t happen. Here we explore why and provide our updated thoughts on investing in China and emerging markets.
Lessons Learned In 2023 | Weekly Market Commentary | January 2, 2023
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.
Discord In The OPEC+Oil Patch | Weekly Market Commentary | December 11, 2023
The broader issue for the cartel is whether the current structure is flexible enough to accommodate the disparate economic needs of its constituents, especially in a challenging economic environment.
Market Opportunities Amid An Economic Rotation | Weekly Market Commentary | December 4, 2023
Recent growth metrics surprised to the upside, but leading indicators point toward some downside risk. In this edition of the Weekly Market Commentary, we examine potential opportunities amid a rotation in housing, buying patterns, and inflation.
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