Recent News
- 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.
- Equity Strategy Insights | Blowout Earnings Raise the Floor; Technical Breakout Raises the Ceiling | August 18, 2026
LPL Research highlights how broad-based earnings strength and rising profit expectations are helping build a stronger foundation for equities.
- Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026
LPL Research explores shifting global growth leadership, cooling emerging markets, Fed policy expectations, and foreign demand for U.S. Treasuries.
- Economic Navigator | Show Me the Money. We'll Deflate It Later | August 12, 2026
LPL Research explains why resilient economic growth, easing inflation, and strong business investment continue to support a constructive outlook for investors.
- Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight | August 11, 2026
LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.
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...