Recent News
- Weekly Market Commentary | Has AI Become a Rates Story? | November 2, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
- Rate and Credit View | Financing the Future: AI’s Impact on the Bond Market | October 28,2026
LPL Research examines how the AI buildout is affecting rates and credit markets and creating opportunities for bond investors.
- Weekly Market Commentary | Big Numbers, Big Expectations: Three Keys to Earnings Season | October 26, 2026
LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
- Equity Strategy Insights | The Bar is High for Corporate America This Earnings Season | October 21, 2026
LPL Research examines strong earnings as AI investment, broadening profit growth, and margin pressures shape the market outlook.
- Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.
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...