Recent News
- Weekly Market Commentary | What's Holding Up Record Margins? | September 21, 2026
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts.
- Beyond the Numbers | Are Margins Still Mean Reverting? | September 17, 2026
LPL Research explores why profit margins have reached record highs and which structural, cyclical, and temporary forces may shape what comes next.
- Weekly Market Commentary | What History Says About Fed Hikes and Stocks | September 14, 2026
LPL Research reveals what past rate-hike cycles can teach investors and why today's market backdrop remains supportive.
- Economic Navigator | When Higher Rates Don’t Bite | September 9, 2026
LPL Research examines a changing global economy, resilient U.S. growth, evolving inflation trends, and why higher rates may not bite as expected.
- Tactical Asset Allocation Guide | Higher Rates, Higher Hurdles | September 10, 2026
LPL Research examines how higher interest rates, sticky inflation, and shifting market leadership are shaping tactical portfolio positioning.
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...