Recent News
- Client Letter | AI Innovation and Profits Fuel Market Confidence | September 2, 2026
LPL Research explains how broad earnings growth and economic strength continue to support markets while volatility creates potential opportunities.
- Rate & Credit View | A Normalization, Not a Crisis. Yet. | September 2, 2026
LPL Research believes higher-for-longer rates may benefit income investors as bond yields remain near their most attractive levels in years.
- Weekly Market Commentary | The Cash Flow Case for Value | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
- Beyond the Numbers | Value, Cash Flow, and the Capital Cycle | August 27, 2026
LPL Research explores the resurgence of value investing, highlighting free cash flow yield, market regime shifts, and AI-driven capital spending.
- Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
LPL Research explores how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.
Blog
LPL Research Midyear Outlook 2026: Thoughts on the Second Half
Midyear Outlook 2026: Key Takeaways for the Second Half Jeff Buchbinder | Chief Equity Strategist Last Updated: July 07, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Over the first half of 2026, markets faced some expected — and...
2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...