Recent News
- Economic Navigator | Global Shocks Will Likely Impact Inflation More than Growth | May 13, 2026
LPL Research explores how geopolitics, tariffs, and AI are shaping 2026 growth, inflation, and jobs, with resilient demand but rising supply-side risks.
- Tactical Asset Allocation Guide | Repositioned for an Improving Macro Backdrop | May 11, 2026
LPL Research favors U.S. equities, especially technology and growth, supported by strong AI driven earnings, while fixed income is underweight amid inflation and rate risks with market volatility expected.
- Weekly Market Commentary | A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences | May 11, 2026
LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
- Client Letter | AI-Fueled Growth Meets Market Volatility | May 6, 2026
AI investment fuels growth amid oil and geopolitical volatility, while strong earnings underpin long-term market confidence.
- Rate and Credit View | Navigating the Post-Powell Era: Warsh’s Fed and the Implications for Treasury Markets | May 2026
LPL Research explains how a shift in Fed leadership, rising deficits, and less guidance may fuel rate volatility — and what it means for bonds and credit.
Blog
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...