Recent News
- Client Letter | Strong Earnings Continue to Power Stocks Higher | August 5, 2026
LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty.
- Rate and Credit View | Municipal Market Midyear Outlook: Carry Is the Strategy | August 5, 2026
LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market.
- Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
- Equity Strategy Insights | Keys to Additional Stock Market Gains in the Second Half | July 29, 2026
LPL Research outlines the key drivers behind potential stock market gains in the second half of 2026, led by strong earnings, AI investment, and economic resilience.
- Weekly Market Commentary | Can Hyperscalers Earn Their AI Ambitions? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
Blog
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...
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...