Recent News
- Economic Navigator | Deflecting the Headwinds: Growth Despite Energy Shocks | July 15, 2026
LPL Research explores the intersection of Fed policy reform, moderating inflation, and resilient economic growth in the second half of 2026.
- Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026
LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.
- Tactical Asset Allocation Guide | Policy, Buildouts, and Bottlenecks to Shape Markets in the Second Half | July 10, 2026
LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes.
- Market Insight Quarterly | Q2 2026
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
- Midyear Outlook 2026 Client Letter | July 7, 2026
LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available.
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...