How Much More Can Consumers Spend?

LPL Research studies the latest spending and jobs data and what it means for Federal Reserve monetary policy.

Weekly Market Performance — January 26, 2024

LPL’s Weekly Market Performance for the week of January 22, 2024, highlights continued AI optimism, improving inflation expectations, and higher energy prices.

What to Expect Out of the Fed

LPL Research looks at the implications from declining inflation expectations, growing construction activity, and the risk of weakening job growth.

After a Long Wait, S&P 500 Ventures into Unchartered Territory

The S&P 500 has posted a new all-time high. LPL Research explores implications of the 512-day drought.

Years When Stocks Tracked 2023 Best and What Came Next

LPL Research explores years that closely correlate to 2023 and their potential history lesson for the year ahead.

Weekly Market Performance — January 19, 2024

LPL’s Weekly Market Performance for the week of January 15, 2024, highlights technology outperforming, sluggish commodities, and an uptick in housing starts.

Investor Confidence Wavers After Volatile Start to the Year

LPL Research explores the latest investor sentiment survey data and what this could mean for stock market returns going forwards.

Online Retail Sales Skyrocket As Consumers Keep Spending

LPL Research looks at the latest retail sales numbers and what it might mean for the upcoming personal income and spending release and future Fed policy.

Technology Sector Enjoying Strong Earnings Momentum

LPL Research examines estimate revisions for the technology sector and highlights the strong earnings growth potential for the so-called “Magnificent Seven”.

Weekly Market Performance — January 12, 2024

LPL’s Weekly Market Performance for the week of January 8, 2024, highlights the start of Q4 earnings season, December CPI, and European retail sales.